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 8-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 | $35,988 | $214,378-83.2% | $200,582-82.1% | $142,382-74.7% |
| Participation rate | 55.0% | 87.4%-32.4pp | 86.9%-31.9pp | 80.1%-25.1pp |
| Annual return | 18.85% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,304 | $6,841-80.9% | $6,419-79.7% | $4,299-69.7% |
| Participant deferral / active EE | $3,041 | $9,865-69.2% | $9,331-67.4% | $6,507-53.3% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |