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 | $222,834 | $217,402+2.5% | $185,823+19.9% | $167,490+33.0% |
| Participation rate | 44.4% | 86.0%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 14.15% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $497 | $5,873-91.5% | $5,167-90.4% | $4,837-89.7% |
| Participant deferral / active EE | $6,052 | $6,356-4.8% | $5,568+8.7% | $6,341-4.6% |
| Admin fee / account holder | $281 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |