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 | $12,973 | $48,795-73.4% | $65,493-80.2% | $84,808-84.7% |
| Participation rate | 23.5% | 67.0%-43.5pp | 73.1%-49.6pp | 68.3%-44.8pp |
| Annual return | 30.43% | 20.20%+10.2pp | 982.45%-952.0pp | 40.90%-10.5pp |
| Employer contribution / active EE | $157 | $1,930-91.9% | $2,574-93.9% | $2,631-94.0% |
| Participant deferral / active EE | $843 | $2,928-71.2% | $3,961-78.7% | $4,212-80.0% |
| Admin fee / account holder | $264 | $3,877-93.2% | $5,028-94.7% | $7,344-96.4% |