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 | $23,709 | $63,346-62.6% | $92,233-74.3% | $70,131-66.2% |
| Participation rate | 44.2% | 68.7%-24.5pp | 76.5%-32.3pp | 69.5%-25.4pp |
| Annual return | 27.24% | 530.12%-502.9pp | 176.28%-149.0pp | 73.14%-45.9pp |
| Employer contribution / active EE | $442 | $2,471-82.1% | $3,679-88.0% | $2,342-81.1% |
| Participant deferral / active EE | $1,363 | $2,854-52.2% | $3,897-65.0% | $3,332-59.1% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |