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 | $82,274 | $34,308+139.8% | $74,701+10.1% | $72,985+12.7% |
| Participation rate | 34.9% | 42.4%-7.5pp | 54.5%-19.6pp | 69.5%-34.6pp |
| Annual return | 23.29% | 26.58%-3.3pp | 752.92%-729.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4 | $692-99.4% | $1,084-99.6% | $2,440-99.8% |
| Participant deferral / active EE | $2,674 | $1,271+110.3% | $1,964+36.2% | $3,607-25.9% |
| Admin fee / account holder | $58 | $2,124-97.3% | $3,333-98.2% | $5,124-98.9% |