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 | $53,927 | $159,602-66.2% | $150,045-64.1% | $142,382-62.1% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.3%-43.9pp | 80.1%-41.7pp |
| Annual return | 19.69% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $258 | $4,961-94.8% | $4,693-94.5% | $4,299-94.0% |
| Participant deferral / active EE | $3,943 | $8,310-52.6% | $7,997-50.7% | $6,507-39.4% |
| Admin fee / account holder | $142 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |