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 | $34,137 | $168,632-79.8% | $147,614-76.9% | $125,391-72.8% |
| Participation rate | 20.0% | 88.8%-68.8pp | 84.6%-64.6pp | 83.2%-63.2pp |
| Annual return | 0.25% | 77.65%-77.4pp | 61.98%-61.7pp | 282.22%-282.0pp |
| Employer contribution / active EE | $96 | $6,252-98.5% | $5,564-98.3% | $4,866-98.0% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,352+34.5% |
| Admin fee / account holder | $156 | $13,580-98.8% | $11,611-98.7% | $9,540-98.4% |