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 | $74,627 | $116,175-35.8% | $93,606-20.3% | $152,861-51.2% |
| Participation rate | 37.5% | 78.0%-40.5pp | 75.8%-38.3pp | 82.4%-44.9pp |
| Annual return | 22.44% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $184 | $3,218-94.3% | $2,718-93.2% | $4,762-96.1% |
| Participant deferral / active EE | $1,370 | $4,603-70.2% | $4,069-66.3% | $5,850-76.6% |
| Admin fee / account holder | $220 | $10,748-98.0% | $7,888-97.2% | $11,596-98.1% |