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 | $13,663 | $114,381-88.1% | $107,525-87.3% | $142,382-90.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 25.50% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.6pp |
| Employer contribution / active EE | $622 | $4,015-84.5% | $3,754-83.4% | $4,299-85.5% |
| Participant deferral / active EE | $2,246 | $5,564-59.6% | $5,116-56.1% | $6,507-65.5% |
| Admin fee / account holder | $69 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |