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 5-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 | $13,462 | $77,634-82.7% | $156,549-91.4% | $62,891-78.6% |
| Participation rate | 27.8% | 71.2%-43.4pp | 84.0%-56.2pp | 69.3%-41.5pp |
| Annual return | 148.81% | 50.32%+98.5pp | 32.23%+116.6pp | 20.14%+128.7pp |
| Employer contribution / active EE | $179 | $3,444-94.8% | $5,501-96.7% | $2,281-92.1% |
| Participant deferral / active EE | $1,600 | $3,045-47.4% | $4,871-67.1% | $3,203-50.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |