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 7-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 | $42,159 | $209,411-79.9% | $178,490-76.4% | $158,922-73.5% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 96.67% | 188.75%-92.1pp | 151.07%-54.4pp | 302.83%-206.2pp |
| Employer contribution / active EE | $993 | $5,706-82.6% | $5,011-80.2% | $4,761-79.1% |
| Participant deferral / active EE | $10,539 | $5,954+77.0% | $5,202+102.6% | $5,982+76.2% |
| Admin fee / account holder | $108 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |