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 | $24,320 | $51,576-52.8% | $129,207-81.2% | $80,856-69.9% |
| Participation rate | 17.9% | 57.0%-39.0pp | 69.6%-51.7pp | 67.6%-49.7pp |
| Annual return | 15.37% | 20.81%-5.4pp | 9417.33%-9402.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $254 | $1,584-84.0% | $4,153-93.9% | $2,755-90.8% |
| Participant deferral / active EE | $1,737 | $2,669-34.9% | $4,168-58.3% | $4,296-59.6% |
| Admin fee / account holder | $81 | $4,305-98.1% | $7,715-98.9% | $6,918-98.8% |