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 7-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 | $18,792 | $96,484-80.5% | $75,886-75.2% | $152,861-87.7% |
| Participation rate | 15.4% | 76.2%-60.8pp | 69.3%-53.9pp | 82.4%-67.1pp |
| Annual return | 46.69% | 33.98%+12.7pp | 30.76%+15.9pp | 345.32%-298.6pp |
| Employer contribution / active EE | $477 | $3,309-85.6% | $2,500-80.9% | $4,762-90.0% |
| Participant deferral / active EE | $1,501 | $4,553-67.0% | $3,603-58.4% | $5,850-74.4% |
| Admin fee / account holder | $42 | $8,078-99.5% | $5,418-99.2% | $11,596-99.6% |