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 | $39,196 | $104,974-62.7% | $95,585-59.0% | $142,382-72.5% |
| Participation rate | 58.8% | 75.0%-16.1pp | 72.1%-13.2pp | 80.1%-21.3pp |
| Annual return | 51.38% | 210.33%-159.0pp | 38.56%+12.8pp | 217.08%-165.7pp |
| Employer contribution / active EE | $258 | $2,779-90.7% | $2,527-89.8% | $4,299-94.0% |
| Participant deferral / active EE | $3,702 | $4,352-14.9% | $4,023-8.0% | $6,507-43.1% |
| Admin fee / account holder | $155 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |