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 | $48,422 | $73,867-34.4% | $143,757-66.3% | $68,494-29.3% |
| Participation rate | 55.8% | 66.7%-10.9pp | 80.3%-24.5pp | 67.9%-12.1pp |
| Annual return | 9.79% | 1.01%+8.8pp | -0.04%+9.8pp | -7.84%+17.6pp |
| Employer contribution / active EE | $192 | $3,184-94.0% | $4,951-96.1% | $2,596-92.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |