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 | $46,693 | $64,324-27.4% | $118,925-60.7% | $79,858-41.5% |
| Participation rate | 44.4% | 64.9%-20.4pp | 75.4%-30.9pp | 69.6%-25.2pp |
| Annual return | 17.04% | 86.45%-69.4pp | 35.88%-18.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $286 | $1,836-84.4% | $3,263-91.2% | $2,471-88.4% |
| Participant deferral / active EE | $1,364 | $2,824-51.7% | $4,265-68.0% | $3,740-63.5% |
| Admin fee / account holder | $190 | $4,040-95.3% | $6,581-97.1% | $5,306-96.4% |