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 3-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 | $4,099 | $30,400-86.5% | $53,898-92.4% | $84,808-95.2% |
| Participation rate | 38.2% | 46.4%-8.2pp | 55.0%-16.7pp | 68.3%-30.1pp |
| Annual return | 22.71% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $835 | $1,199-30.4% | $1,826-54.3% | $4,212-80.2% |
| Admin fee / account holder | $115 | $1,993-94.2% | $2,491-95.4% | $7,344-98.4% |