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 | $32,893 | $124,425-73.6% | $112,040-70.6% | $137,256-76.0% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 77.86% | 24.72%+53.1pp | 24.52%+53.3pp | 220.34%-142.5pp |
| Employer contribution / active EE | $354 | $3,411-89.6% | $2,954-88.0% | $4,156-91.5% |
| Participant deferral / active EE | $6,467 | $5,718+13.1% | $5,098+26.9% | $6,407+0.9% |
| Admin fee / account holder | $81 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |