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 3-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 | $28,822 | $140,940-79.6% | $112,229-74.3% | $139,434-79.3% |
| Participation rate | 11.1% | 79.2%-68.1pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $413 | $4,283-90.4% | $3,430-88.0% | $4,751-91.3% |
| Participant deferral / active EE | $2,500 | $5,874-57.4% | $4,798-47.9% | $6,710-62.7% |
| Admin fee / account holder | $75 | $9,954-99.2% | $7,748-99.0% | $11,403-99.3% |