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 10-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 | $160,468 | $115,770+38.6% | $101,248+58.5% | $158,922+1.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 9.00% | 56.14%-47.1pp | 46.47%-37.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $738 | $4,175-82.3% | $3,660-79.8% | $4,761-84.5% |
| Participant deferral / active EE | $2,642 | $4,957-46.7% | $4,370-39.5% | $5,982-55.8% |
| Admin fee / account holder | $235 | $7,245-96.8% | $5,945-96.1% | $11,246-97.9% |