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 | $21,518 | $99,918-78.5% | $81,382-73.6% | $145,922-85.3% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.5%-28.3pp | 80.3%-39.1pp |
| Annual return | 15.77% | 34.32%-18.5pp | 24.73%-9.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $251 | $2,978-91.6% | $2,463-89.8% | $4,660-94.6% |
| Participant deferral / active EE | $3,793 | $4,605-17.6% | $3,883-2.3% | $6,688-43.3% |
| Admin fee / account holder | $77 | $8,212-99.1% | $5,768-98.7% | $13,397-99.4% |