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 | $49,895 | $149,679-66.7% | $117,039-57.4% | $147,584-66.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 11.87% | 19.31%-7.4pp | 18.95%-7.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $516 | $4,937-89.6% | $3,785-86.4% | $4,876-89.4% |
| Participant deferral / active EE | $3,750 | $4,912-23.7% | $3,929-4.6% | $5,439-31.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |