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 | $100,773 | $65,365+54.2% | $92,893+8.5% | $72,985+38.1% |
| Participation rate | 18.8% | 68.3%-49.6pp | 76.0%-57.3pp | 69.5%-50.7pp |
| Annual return | 25.76% | 42.10%-16.3pp | 109.41%-83.7pp | 81.00%-55.2pp |
| Employer contribution / active EE | $424 | $2,594-83.7% | $3,653-88.4% | $2,440-82.6% |
| Participant deferral / active EE | $1,505 | $3,128-51.9% | $4,236-64.5% | $3,607-58.3% |
| Admin fee / account holder | $21 | $4,251-99.5% | $5,794-99.6% | $5,124-99.6% |