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 8-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 | $17,301 | $91,190-81.0% | $178,490-90.3% | $79,858-78.3% |
| Participation rate | 35.2% | 69.2%-34.0pp | 81.9%-46.8pp | 69.6%-34.5pp |
| Annual return | 23.04% | 24.19%-1.1pp | 151.07%-128.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $290 | $3,256-91.1% | $5,011-94.2% | $2,471-88.2% |
| Participant deferral / active EE | $2,872 | $3,236-11.3% | $5,202-44.8% | $3,740-23.2% |
| Admin fee / account holder | $68 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |