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 | $27,117 | $95,561-71.6% | $77,163-64.9% | $139,434-80.6% |
| Participation rate | 23.8% | 73.9%-50.1pp | 69.6%-45.8pp | 80.3%-56.5pp |
| Annual return | 29.88% | 54.92%-25.0pp | 37.87%-8.0pp | 372.94%-343.1pp |
| Employer contribution / active EE | $270 | $3,147-91.4% | $2,535-89.4% | $4,751-94.3% |
| Participant deferral / active EE | $2,935 | $4,624-36.5% | $3,833-23.4% | $6,710-56.3% |
| Admin fee / account holder | $72 | $8,295-99.1% | $5,472-98.7% | $11,403-99.4% |