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 | $27,707 | $87,540-68.3% | $75,781-63.4% | $125,391-77.9% |
| Participation rate | 59.1% | 80.2%-21.1pp | 75.8%-16.7pp | 83.2%-24.1pp |
| Annual return | -0.58% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $102 | $3,930-97.4% | $3,323-96.9% | $4,866-97.9% |
| Participant deferral / active EE | $1,154 | $4,229-72.7% | $3,651-68.4% | $5,352-78.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |