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 | $25,708 | $183,519-86.0% | $155,509-83.5% | $145,922-82.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 14.42% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $929 | $5,313-82.5% | $4,672-80.1% | $4,660-80.1% |
| Participant deferral / active EE | $2,362 | $6,462-63.4% | $5,626-58.0% | $6,688-64.7% |
| Admin fee / account holder | $122 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |