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 | $55,883 | $118,450-52.8% | $98,439-43.2% | $139,434-59.9% |
| Participation rate | 10.0% | 77.4%-67.4pp | 75.2%-65.2pp | 80.3%-70.3pp |
| Annual return | 27.87% | 18.94%+8.9pp | 21.16%+6.7pp | 372.94%-345.1pp |
| Employer contribution / active EE | $365 | $3,609-89.9% | $3,048-88.0% | $4,751-92.3% |
| Participant deferral / active EE | $2,716 | $5,392-49.6% | $4,738-42.7% | $6,710-59.5% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |