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 4-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 | $27,970 | $217,402-87.1% | $185,823-84.9% | $167,490-83.3% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $583 | $5,873-90.1% | $5,167-88.7% | $4,837-87.9% |
| Participant deferral / active EE | $10,232 | $6,356+61.0% | $5,568+83.8% | $6,341+61.4% |
| Admin fee / account holder | $68 | $19,811-99.7% | $16,237-99.6% | $12,309-99.4% |