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 | $14,065 | $96,635-85.4% | $86,612-83.8% | $139,434-89.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 27.20% | 106.41%-79.2pp | 591.07%-563.9pp | 372.94%-345.7pp |
| Employer contribution / active EE | $147 | $3,263-95.5% | $3,022-95.1% | $4,751-96.9% |
| Participant deferral / active EE | $5,364 | $4,836+10.9% | $4,438+20.9% | $6,710-20.1% |
| Admin fee / account holder | $37 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |