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 | $15,479 | $111,754-86.1% | $103,333-85.0% | $145,922-89.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 20.02% | 24.77%-4.7pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $777 | $4,212-81.6% | $3,868-79.9% | $4,660-83.3% |
| Participant deferral / active EE | $1,774 | $5,619-68.4% | $5,057-64.9% | $6,688-73.5% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,355-98.6% | $13,397-99.2% |