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 | $35,925 | $106,515-66.3% | $96,683-62.8% | $139,434-74.2% |
| Participation rate | 26.7% | 77.8%-51.2pp | 74.3%-47.7pp | 80.3%-53.7pp |
| Annual return | 18.25% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $723 | $4,103-82.4% | $3,737-80.6% | $4,751-84.8% |
| Participant deferral / active EE | $1,812 | $5,454-66.8% | $4,878-62.8% | $6,710-73.0% |
| Admin fee / account holder | $144 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |