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 | $22,972 | $165,335-86.1% | $149,696-84.7% | $158,922-85.5% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 14.59% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $873 | $5,103-82.9% | $4,644-81.2% | $4,761-81.7% |
| Participant deferral / active EE | $3,742 | $7,181-47.9% | $6,842-45.3% | $5,982-37.5% |
| Admin fee / account holder | $136 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |