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 | $22,350 | $59,839-62.6% | $81,983-72.7% | $79,858-72.0% |
| Participation rate | 32.1% | 61.6%-29.5pp | 69.2%-37.1pp | 69.6%-37.5pp |
| Annual return | 18.71% | 17.56%+1.1pp | 41.31%-22.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $60 | $1,713-96.5% | $2,498-97.6% | $2,471-97.6% |
| Participant deferral / active EE | $1,186 | $2,695-56.0% | $3,722-68.1% | $3,740-68.3% |
| Admin fee / account holder | $249 | $4,287-94.2% | $5,664-95.6% | $5,306-95.3% |