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 | $68,964 | $176,812-61.0% | $146,665-53.0% | $167,490-58.8% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.2pp |
| Annual return | 17.04% | 24.03%-7.0pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $953 | $5,160-81.5% | $4,136-77.0% | $4,837-80.3% |
| Participant deferral / active EE | $2,394 | $6,440-62.8% | $5,506-56.5% | $6,341-62.2% |
| Admin fee / account holder | $258 | $13,259-98.1% | $10,280-97.5% | $12,309-97.9% |