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 | $9,370 | $96,635-90.3% | $86,612-89.2% | $139,434-93.3% |
| Participation rate | 21.4% | 74.4%-53.0pp | 71.7%-50.3pp | 80.3%-58.9pp |
| Annual return | 24.92% | 106.41%-81.5pp | 591.07%-566.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $77 | $3,263-97.6% | $3,022-97.5% | $4,751-98.4% |
| Participant deferral / active EE | $963 | $4,836-80.1% | $4,438-78.3% | $6,710-85.6% |
| Admin fee / account holder | $80 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |