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 | $99,101 | $76,407+29.7% | $150,298-34.1% | $82,448+20.2% |
| Participation rate | 30.2% | 66.4%-36.2pp | 77.8%-47.5pp | 68.1%-37.8pp |
| Annual return | 18.65% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $8 | $2,614-99.7% | $4,154-99.8% | $2,551-99.7% |
| Participant deferral / active EE | $3,016 | $3,214-6.2% | $5,453-44.7% | $4,139-27.1% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |