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 4-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 | $67,174 | $87,166-22.9% | $76,735-12.5% | $137,256-51.1% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 21.19% | 26.50%-5.3pp | 29.77%-8.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $288 | $2,904-90.1% | $2,454-88.3% | $4,156-93.1% |
| Participant deferral / active EE | $9,703 | $4,726+105.3% | $4,088+137.3% | $6,407+51.4% |
| Admin fee / account holder | $245 | $8,403-97.1% | $7,189-96.6% | $12,270-98.0% |