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 | $66,719 | $96,965-31.2% | $97,995-31.9% | $147,584-54.8% |
| Participation rate | 40.0% | 83.6%-43.6pp | 82.4%-42.4pp | 82.8%-42.8pp |
| Annual return | 19.95% | 24.11%-4.2pp | 23.94%-4.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $551 | $4,536-87.9% | $4,158-86.8% | $4,876-88.7% |
| Participant deferral / active EE | $3,088 | $5,081-39.2% | $5,097-39.4% | $5,439-43.2% |
| Admin fee / account holder | $13 | $8,120-99.8% | $5,943-99.8% | $10,885-99.9% |