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 | $44,530 | $99,877-55.4% | $84,966-47.6% | $145,922-69.5% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 23.06% | 83.76%-60.7pp | 66.38%-43.3pp | 561.29%-538.2pp |
| Employer contribution / active EE | $309 | $3,231-90.5% | $2,727-88.7% | $4,660-93.4% |
| Participant deferral / active EE | $1,157 | $5,291-78.1% | $4,519-74.4% | $6,688-82.7% |
| Admin fee / account holder | $198 | $7,248-97.3% | $6,149-96.8% | $13,397-98.5% |