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 6-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 | $64,320 | $163,101-60.6% | $136,749-53.0% | $142,382-54.8% |
| Participation rate | 37.5% | 78.2%-40.7pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 20.56% | 27.54%-7.0pp | 24.33%-3.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $55 | $4,117-98.7% | $3,400-98.4% | $4,299-98.7% |
| Participant deferral / active EE | $3,740 | $5,585-33.0% | $4,692-20.3% | $6,507-42.5% |
| Admin fee / account holder | $238 | $14,318-98.3% | $11,386-97.9% | $12,624-98.1% |