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 | $27,551 | $58,208-52.7% | $81,812-66.3% | $80,856-65.9% |
| Participation rate | 31.4% | 63.4%-32.0pp | 72.3%-40.9pp | 67.6%-36.2pp |
| Annual return | 21.39% | 41.66%-20.3pp | 773.79%-752.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,557 | $3,281-22.1% | $4,319-40.8% | $4,296-40.5% |
| Admin fee / account holder | $283 | $4,981-94.3% | $7,386-96.2% | $6,918-95.9% |