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 | $19,847 | $118,919-83.3% | $88,538-77.6% | $152,861-87.0% |
| Participation rate | 31.8% | 73.4%-41.6pp | 68.7%-36.9pp | 82.4%-50.6pp |
| Annual return | 18.54% | 47.92%-29.4pp | 43.64%-25.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $562 | $3,549-84.2% | $2,914-80.7% | $5,850-90.4% |
| Admin fee / account holder | $247 | $5,876-95.8% | $4,310-94.3% | $11,596-97.9% |