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 5-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 | $116,152 | $97,125+19.6% | $86,233+34.7% | $137,256-15.4% |
| Participation rate | 5.3% | 74.2%-68.9pp | 69.0%-63.8pp | 80.0%-74.7pp |
| Annual return | 21.47% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $51 | $2,841-98.2% | $2,504-98.0% | $4,156-98.8% |
| Participant deferral / active EE | $1,137 | $5,180-78.1% | $4,559-75.1% | $6,407-82.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |