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 | $10,536 | $110,261-90.4% | $95,745-89.0% | $139,434-92.4% |
| Participation rate | 14.3% | 75.8%-61.5pp | 72.3%-58.0pp | 80.3%-66.0pp |
| Annual return | 150.20% | 27.11%+123.1pp | 28.35%+121.8pp | 372.94%-222.7pp |
| Employer contribution / active EE | $224 | $3,257-93.1% | $2,835-92.1% | $4,751-95.3% |
| Participant deferral / active EE | $1,464 | $4,676-68.7% | $4,245-65.5% | $6,710-78.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |