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 5-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 | $30,773 | $169,032-81.8% | $129,207-76.2% | $145,922-78.9% |
| Participation rate | 13.3% | 76.4%-63.1pp | 69.6%-56.3pp | 80.3%-66.9pp |
| Annual return | 8.66% | 14330.11%-14321.4pp | 9417.33%-9408.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $133 | $5,537-97.6% | $4,153-96.8% | $4,660-97.2% |
| Participant deferral / active EE | $482 | $4,987-90.3% | $4,168-88.4% | $6,688-92.8% |
| Admin fee / account holder | $126 | $9,954-98.7% | $7,715-98.4% | $13,397-99.1% |