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 | $22,989 | $159,602-85.6% | $150,045-84.7% | $142,382-83.9% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.3%-21.5pp | 80.1%-19.3pp |
| Annual return | 22.06% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $653 | $4,961-86.8% | $4,693-86.1% | $4,299-84.8% |
| Participant deferral / active EE | $4,445 | $8,310-46.5% | $7,997-44.4% | $6,507-31.7% |
| Admin fee / account holder | $157 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |