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 3-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 | $54,316 | $117,841-53.9% | $102,423-47.0% | $145,922-62.8% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 16.11% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $785 | $3,615-78.3% | $3,023-74.0% | $4,660-83.1% |
| Participant deferral / active EE | $2,621 | $5,731-54.3% | $5,053-48.1% | $6,688-60.8% |
| Admin fee / account holder | $198 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |