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 | $67,110 | $144,119-53.4% | $117,854-43.1% | $147,584-54.5% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 17.74% | 531.15%-513.4pp | 335.08%-317.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $367 | $4,896-92.5% | $3,786-90.3% | $4,876-92.5% |
| Participant deferral / active EE | $2,199 | $5,316-58.6% | $4,482-50.9% | $5,439-59.6% |
| Admin fee / account holder | $110 | $10,886-99.0% | $8,020-98.6% | $10,885-99.0% |