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 | $28,478 | $117,983-75.9% | $101,794-72.0% | $142,382-80.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 27.23% | 36.92%-9.7pp | 30.53%-3.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $298 | $2,773-89.3% | $2,289-87.0% | $4,299-93.1% |
| Participant deferral / active EE | $3,000 | $4,714-36.3% | $4,084-26.5% | $6,507-53.9% |
| Admin fee / account holder | $74 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |