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 | $41,149 | $73,787-44.2% | $98,716-58.3% | $82,448-50.1% |
| Participation rate | 10.0% | 61.4%-51.4pp | 69.3%-59.3pp | 68.1%-58.1pp |
| Annual return | 13.75% | 18.57%-4.8pp | 31.81%-18.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $92 | $1,511-93.9% | $2,279-95.9% | $2,551-96.4% |
| Participant deferral / active EE | $1,819 | $3,081-41.0% | $4,048-55.1% | $4,139-56.1% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |