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 | $72,085 | $65,365+10.3% | $92,893-22.4% | $72,985-1.2% |
| Participation rate | 28.9% | 68.3%-39.4pp | 76.0%-47.1pp | 69.5%-40.5pp |
| Annual return | 18.61% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,330 | $3,128-25.5% | $4,236-45.0% | $3,607-35.4% |
| Admin fee / account holder | $57 | $4,251-98.7% | $5,794-99.0% | $5,124-98.9% |