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 3-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 | $27,035 | $214,378-87.4% | $200,582-86.5% | $142,382-81.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.95% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $504 | $6,841-92.6% | $6,419-92.1% | $4,299-88.3% |
| Participant deferral / active EE | $6,669 | $9,865-32.4% | $9,331-28.5% | $6,507+2.5% |
| Admin fee / account holder | $2 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |