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 8-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 | $23,785 | $112,096-78.8% | $95,952-75.2% | $158,922-85.0% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 17.28% | 171.09%-153.8pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $553 | $3,198-82.7% | $2,541-78.2% | $4,761-88.4% |
| Participant deferral / active EE | $2,049 | $4,784-57.2% | $4,167-50.8% | $5,982-65.8% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |