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 | $29,960 | $104,907-71.4% | $84,611-64.6% | $152,861-80.4% |
| Participation rate | 36.8% | 74.8%-38.0pp | 68.2%-31.4pp | 82.4%-45.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $263 | $3,302-92.0% | $2,652-90.1% | $4,762-94.5% |
| Participant deferral / active EE | $1,967 | $4,688-58.0% | $3,899-49.5% | $5,850-66.4% |
| Admin fee / account holder | $56 | $6,241-99.1% | $4,912-98.9% | $11,596-99.5% |