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 9-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 | $61,575 | $180,449-65.9% | $154,107-60.0% | $135,375-54.5% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | 5.36% | 888.09%-882.7pp | 735.12%-729.8pp | 519.73%-514.4pp |
| Employer contribution / active EE | $321 | $6,035-94.7% | $5,298-93.9% | $4,779-93.3% |
| Participant deferral / active EE | $2,143 | $5,806-63.1% | $5,081-57.8% | $5,609-61.8% |
| Admin fee / account holder | $125 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |