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 | $7,600 | $30,732-75.3% | $59,496-87.2% | $59,632-87.3% |
| Participation rate | 37.9% | 43.2%-5.3pp | 54.6%-16.6pp | 68.7%-30.7pp |
| Annual return | -2.89% | 4.47%-7.4pp | 182.05%-184.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $68 | $631-89.1% | $1,153-94.1% | $2,203-96.9% |
| Participant deferral / active EE | $376 | $1,183-68.2% | $1,829-79.5% | $3,192-88.2% |
| Admin fee / account holder | $59 | $2,136-97.2% | $2,232-97.4% | $4,297-98.6% |