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 9-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 | $27,659 | $102,966-73.1% | $90,281-69.4% | $152,861-81.9% |
| Participation rate | 8.7% | 75.9%-67.2pp | 73.3%-64.6pp | 82.4%-73.8pp |
| Annual return | 27.27% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.1pp |
| Employer contribution / active EE | $130 | $3,139-95.9% | $2,854-95.4% | $4,762-97.3% |
| Participant deferral / active EE | $857 | $4,281-80.0% | $3,885-78.0% | $5,850-85.4% |
| Admin fee / account holder | $97 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |