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 | $30,032 | $98,750-69.6% | $149,696-79.9% | $79,858-62.4% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.6%-21.4pp |
| Annual return | 16.57% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $256 | $3,216-92.0% | $4,644-94.5% | $2,471-89.6% |
| Participant deferral / active EE | $2,428 | $5,680-57.2% | $6,842-64.5% | $3,740-35.1% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |