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 9-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 | $32,368 | $53,777-39.8% | $134,143-75.9% | $79,858-59.5% |
| Participation rate | 25.9% | 58.8%-32.8pp | 72.2%-46.2pp | 69.6%-43.7pp |
| Annual return | 18.19% | 19.01%-0.8pp | 36.33%-18.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,207 | $2,420-8.8% | $3,499-36.9% | $3,740-41.0% |
| Admin fee / account holder | $82 | $3,984-97.9% | $6,684-98.8% | $5,306-98.4% |