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 4-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 | $15,879 | $48,277-67.1% | $67,511-76.5% | $80,874-80.4% |
| Participation rate | 35.1% | 66.4%-31.2pp | 72.9%-37.8pp | 67.6%-32.5pp |
| Annual return | 15.42% | 18.27%-2.8pp | 3517.41%-3502.0pp | 35.62%-20.2pp |
| Employer contribution / active EE | $270 | $2,021-86.6% | $2,733-90.1% | $2,756-90.2% |
| Participant deferral / active EE | $1,585 | $2,926-45.8% | $4,000-60.4% | $4,297-63.1% |
| Admin fee / account holder | $29 | $3,687-99.2% | $3,999-99.3% | $6,935-99.6% |