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 | $81,094 | $106,515-23.9% | $96,683-16.1% | $139,434-41.8% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.3%-52.9pp | 80.3%-58.9pp |
| Annual return | 14.49% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $597 | $4,103-85.4% | $3,737-84.0% | $4,751-87.4% |
| Participant deferral / active EE | $2,555 | $5,454-53.2% | $4,878-47.6% | $6,710-61.9% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |