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 | $24,092 | $51,576-53.3% | $129,207-81.4% | $80,856-70.2% |
| Participation rate | 16.1% | 57.0%-40.8pp | 69.6%-53.5pp | 67.6%-51.5pp |
| Annual return | 13.54% | 20.81%-7.3pp | 9417.33%-9403.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $241 | $1,584-84.8% | $4,153-94.2% | $2,755-91.2% |
| Participant deferral / active EE | $952 | $2,669-64.3% | $4,168-77.1% | $4,296-77.8% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |