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 10-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 | $23,720 | $108,172-78.1% | $77,482-69.4% | $158,922-85.1% |
| Participation rate | 29.2% | 64.4%-35.3pp | 54.2%-25.0pp | 82.0%-52.8pp |
| Annual return | 4.09% | 31.67%-27.6pp | 54.79%-50.7pp | 302.83%-298.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $918 | $2,456-62.6% | $1,861-50.7% | $5,982-84.7% |
| Admin fee / account holder | $38 | $3,708-99.0% | $2,858-98.7% | $11,246-99.7% |