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 | $51,739 | $115,770-55.3% | $101,248-48.9% | $158,922-67.4% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 12.02% | 56.14%-44.1pp | 46.47%-34.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $72 | $4,175-98.3% | $3,660-98.0% | $4,761-98.5% |
| Participant deferral / active EE | $1,440 | $4,957-71.0% | $4,370-67.0% | $5,982-75.9% |
| Admin fee / account holder | $229 | $7,245-96.8% | $5,945-96.1% | $11,246-98.0% |