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 | $31,452 | $100,773-68.8% | $88,946-64.6% | $142,382-77.9% |
| Participation rate | 10.5% | 74.3%-63.8pp | 68.8%-58.3pp | 80.1%-69.6pp |
| Annual return | 13.92% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $245 | $2,918-91.6% | $2,555-90.4% | $4,299-94.3% |
| Participant deferral / active EE | $915 | $5,230-82.5% | $4,581-80.0% | $6,507-85.9% |
| Admin fee / account holder | $75 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |