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 10-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 | $12,663 | $54,762-76.9% | $90,281-86.0% | $72,985-82.6% |
| Participation rate | 46.9% | 65.1%-18.2pp | 73.3%-26.4pp | 69.5%-22.6pp |
| Annual return | 51.57% | 30.63%+20.9pp | 78.10%-26.5pp | 81.00%-29.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,621 | $2,887-9.2% | $3,885-32.5% | $3,607-27.3% |
| Admin fee / account holder | $164 | $3,972-95.9% | $5,351-96.9% | $5,124-96.8% |