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 | $40,799 | $105,126-61.2% | $94,646-56.9% | $139,434-70.7% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 15.39% | 38.03%-22.6pp | 156.71%-141.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $281 | $4,106-93.1% | $3,672-92.3% | $4,751-94.1% |
| Participant deferral / active EE | $4,479 | $7,599-41.1% | $7,418-39.6% | $6,710-33.2% |
| Admin fee / account holder | $68 | $8,984-99.2% | $7,231-99.1% | $11,403-99.4% |