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 | $18,809 | $115,770-83.8% | $101,248-81.4% | $158,922-88.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 20.96% | 56.14%-35.2pp | 46.47%-25.5pp | 302.83%-281.9pp |
| Employer contribution / active EE | $501 | $4,175-88.0% | $3,660-86.3% | $4,761-89.5% |
| Participant deferral / active EE | $3,287 | $4,957-33.7% | $4,370-24.8% | $5,982-45.1% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |