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 | $38,278 | $183,519-79.1% | $155,509-75.4% | $145,922-73.8% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 15.23% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $671 | $5,313-87.4% | $4,672-85.6% | $4,660-85.6% |
| Participant deferral / active EE | $2,013 | $6,462-68.8% | $5,626-64.2% | $6,688-69.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |