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 | $12,089 | $58,208-79.2% | $81,812-85.2% | $80,856-85.0% |
| Participation rate | 42.5% | 63.4%-20.9pp | 72.3%-29.8pp | 67.6%-25.1pp |
| Annual return | 13.20% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $232 | $2,340-90.1% | $2,912-92.0% | $2,755-91.6% |
| Participant deferral / active EE | $1,863 | $3,281-43.2% | $4,319-56.9% | $4,296-56.6% |
| Admin fee / account holder | $125 | $4,981-97.5% | $7,386-98.3% | $6,918-98.2% |