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 3-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 | $29,262 | $111,814-73.8% | $93,654-68.8% | $145,959-80.0% |
| Participation rate | 15.4% | 74.2%-58.8pp | 68.7%-53.3pp | 80.3%-64.9pp |
| Annual return | 13.82% | 203.30%-189.5pp | 133.34%-119.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $186 | $3,092-94.0% | $2,421-92.3% | $4,661-96.0% |
| Participant deferral / active EE | $1,433 | $4,914-70.8% | $4,413-67.5% | $6,689-78.6% |
| Admin fee / account holder | $162 | $10,246-98.4% | $8,282-98.1% | $13,398-98.8% |