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 | $40,372 | $106,515-62.1% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 15.8% | 77.8%-62.1pp | 74.3%-58.6pp | 80.3%-64.5pp |
| Annual return | 30.34% | 38.43%-8.1pp | 35.69%-5.4pp | 372.94%-342.6pp |
| Employer contribution / active EE | $725 | $4,103-82.3% | $3,737-80.6% | $4,751-84.7% |
| Participant deferral / active EE | $2,243 | $5,454-58.9% | $4,878-54.0% | $6,710-66.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |