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 | $22,347 | $48,795-54.2% | $65,493-65.9% | $84,808-73.6% |
| Participation rate | 11.4% | 67.0%-55.6pp | 73.1%-61.7pp | 68.3%-56.9pp |
| Annual return | 15.18% | 20.20%-5.0pp | 982.45%-967.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,044 | $2,928-64.3% | $3,961-73.6% | $4,212-75.2% |
| Admin fee / account holder | $112 | $3,877-97.1% | $5,028-97.8% | $7,344-98.5% |