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 | $64,313 | $78,672-18.3% | $109,143-41.1% | $85,850-25.1% |
| Participation rate | 54.4% | 68.3%-13.9pp | 75.9%-21.5pp | 69.3%-14.9pp |
| Annual return | 14.55% | 25.09%-10.5pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $631 | $2,735-76.9% | $3,722-83.0% | $2,565-75.4% |
| Participant deferral / active EE | $2,699 | $3,467-22.1% | $4,653-42.0% | $3,952-31.7% |
| Admin fee / account holder | $226 | $5,469-95.9% | $6,752-96.6% | $6,260-96.4% |