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 3-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 | $23,544 | $89,753-73.8% | $107,525-78.1% | $84,808-72.2% |
| Participation rate | 25.0% | 68.1%-43.1pp | 75.1%-50.1pp | 68.3%-43.3pp |
| Annual return | 70.51% | 29.48%+41.0pp | 181.32%-110.8pp | 40.90%+29.6pp |
| Employer contribution / active EE | $188 | $3,113-94.0% | $3,754-95.0% | $2,631-92.9% |
| Participant deferral / active EE | $2,397 | $4,056-40.9% | $5,116-53.2% | $4,212-43.1% |
| Admin fee / account holder | $265 | $7,222-96.3% | $8,919-97.0% | $7,344-96.4% |