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.
Participant 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 | $89,761 | $56,277+59.5% | $80,975+10.9% | $62,891+42.7% |
| Participation rate | 42.3% | 69.0%-26.6pp | 75.8%-33.5pp | 69.3%-27.0pp |
| Annual return | 11.54% | 22.12%-10.6pp | 17.10%-5.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $407 | $1,943-79.1% | $3,714-89.0% | $2,281-82.2% |
| Participant deferral / active EE | $1,040 | $4,195-75.2% | $5,696-81.7% | $3,203-67.5% |
| Admin fee / account holder | $266 | $3,741-92.9% | $5,516-95.2% | $4,296-93.8% |