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 | $47,157 | $52,580-10.3% | $71,671-34.2% | $70,131-32.8% |
| Participation rate | 30.6% | 60.9%-30.3pp | 68.7%-38.2pp | 69.5%-39.0pp |
| Annual return | 14.82% | 20.25%-5.4pp | 20.65%-5.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $257 | $1,616-84.1% | $2,460-89.5% | $2,342-89.0% |
| Participant deferral / active EE | $1,213 | $2,386-49.2% | $3,438-64.7% | $3,332-63.6% |
| Admin fee / account holder | $115 | $3,653-96.8% | $5,558-97.9% | $4,645-97.5% |