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 | $26,844 | $110,261-75.7% | $95,745-72.0% | $139,434-80.7% |
| Participation rate | 20.0% | 75.8%-55.8pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 31.57% | 27.11%+4.5pp | 28.35%+3.2pp | 372.94%-341.4pp |
| Employer contribution / active EE | $277 | $3,257-91.5% | $2,835-90.2% | $4,751-94.2% |
| Participant deferral / active EE | $2,299 | $4,676-50.8% | $4,245-45.8% | $6,710-65.7% |
| Admin fee / account holder | $80 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |