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 | $23,181 | $77,813-70.2% | $123,544-81.2% | $64,186-63.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 3.97% | 12.48%-8.5pp | 119.20%-115.2pp | 7.63%-3.7pp |
| Employer contribution / active EE | $204 | $3,014-93.2% | $4,628-95.6% | $2,381-91.4% |
| Participant deferral / active EE | $3,482 | $5,240-33.5% | $6,426-45.8% | $3,470+0.4% |
| Admin fee / account holder | $42 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |