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 | $103,668 | $175,202-40.8% | $149,673-30.7% | $139,434-25.7% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 16.06% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,060 | $5,474-80.6% | $4,818-78.0% | $4,751-77.7% |
| Participant deferral / active EE | $2,500 | $6,519-61.6% | $5,680-56.0% | $6,710-62.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |