See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,005 | $93,571-66.9% | $135,903-77.2% | $75,163-58.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 18.79% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,706 | $6,404-42.1% | $7,758-52.2% | $4,125-10.2% |
| Admin fee / account holder | $273 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |