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 | $14,837 | $111,814-86.7% | $103,374-85.6% | $145,959-89.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 15.95% | 24.77%-8.8pp | 24.89%-8.9pp | 561.95%-546.0pp |
| Employer contribution / active EE | $558 | $4,214-86.8% | $3,869-85.6% | $4,661-88.0% |
| Participant deferral / active EE | $2,292 | $5,618-59.2% | $5,058-54.7% | $6,689-65.7% |
| Admin fee / account holder | $56 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |