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 6-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 | $18,692 | $31,310-40.3% | $53,898-65.3% | $74,304-74.8% |
| Participation rate | 8.7% | 30.7%-22.0pp | 55.0%-46.3pp | 60.3%-51.7pp |
| Annual return | 19.38% | 23.16%-3.8pp | 528.60%-509.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $501 | $934-46.3% | $1,826-72.5% | $3,767-86.7% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |