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 | $43,704 | $83,337-47.6% | $67,834-35.6% | $273,961-84.0% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 5.92% | 259.45%-253.5pp | 138.47%-132.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $64 | $3,287-98.1% | $2,403-97.3% | $4,869-98.7% |
| Participant deferral / active EE | $1,150 | $4,088-71.9% | $3,160-63.6% | $5,287-78.3% |
| Admin fee / account holder | $15 | $6,752-99.8% | $4,622-99.7% | $10,132-99.9% |