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 | $20,696 | $106,515-80.6% | $96,683-78.6% | $139,434-85.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 15.69% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $490 | $4,103-88.1% | $3,737-86.9% | $4,751-89.7% |
| Participant deferral / active EE | $1,418 | $5,454-74.0% | $4,878-70.9% | $6,710-78.9% |
| Admin fee / account holder | $70 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |