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 | $101,512 | $102,604-1.1% | $86,188+17.8% | $139,434-27.2% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 20.96% | 1922.51%-1901.6pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $137 | $3,032-95.5% | $2,380-94.3% | $4,751-97.1% |
| Participant deferral / active EE | $3,698 | $4,676-20.9% | $3,985-7.2% | $6,710-44.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |