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 | $32,012 | $159,602-79.9% | $150,045-78.7% | $142,382-77.5% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.3%-24.4pp | 80.1%-22.2pp |
| Annual return | 20.63% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $380 | $4,961-92.3% | $4,693-91.9% | $4,299-91.1% |
| Participant deferral / active EE | $3,180 | $8,310-61.7% | $7,997-60.2% | $6,507-51.1% |
| Admin fee / account holder | $228 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |