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 | $44,657 | $41,078+8.7% | $80,569-44.6% | $71,457-37.5% |
| Participation rate | 9.5% | 50.2%-40.7pp | 67.0%-57.5pp | 67.9%-58.4pp |
| Annual return | 20.98% | 38.45%-17.5pp | 935.43%-914.5pp | 28.85%-7.9pp |
| Employer contribution / active EE | $185 | $1,506-87.7% | $2,723-93.2% | $2,588-92.8% |
| Participant deferral / active EE | $815 | $2,699-69.8% | $4,447-81.7% | $4,289-81.0% |
| Admin fee / account holder | $138 | $1,840-92.5% | $5,377-97.4% | $1,587-91.3% |