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 | $44,233 | $109,982-59.8% | $97,226-54.5% | $145,922-69.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 16.02% | 242.90%-226.9pp | 75.13%-59.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $269 | $3,084-91.3% | $2,729-90.1% | $4,660-94.2% |
| Participant deferral / active EE | $2,348 | $4,676-49.8% | $4,264-44.9% | $6,688-64.9% |
| Admin fee / account holder | $163 | $6,221-97.4% | $5,654-97.1% | $13,397-98.8% |