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 | $25,454 | $111,754-77.2% | $103,333-75.4% | $145,922-82.6% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 14.13% | 24.77%-10.6pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $694 | $4,212-83.5% | $3,868-82.0% | $4,660-85.1% |
| Participant deferral / active EE | $1,701 | $5,619-69.7% | $5,057-66.4% | $6,688-74.6% |
| Admin fee / account holder | $107 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |