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 | $47,244 | $99,652-52.6% | $78,778-40.0% | $147,584-68.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 21.39% | 47.28%-25.9pp | 35.62%-14.2pp | 578.55%-557.2pp |
| Employer contribution / active EE | $287 | $2,796-89.7% | $1,986-85.5% | $4,876-94.1% |
| Participant deferral / active EE | $1,364 | $3,664-62.8% | $2,958-53.9% | $5,439-74.9% |
| Admin fee / account holder | $26 | $7,155-99.6% | $5,134-99.5% | $10,885-99.8% |