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 | $24,321 | $96,557-74.8% | $80,975-70.0% | $273,961-91.1% |
| Participation rate | 52.2% | 79.1%-26.9pp | 75.8%-23.6pp | 83.0%-30.8pp |
| Annual return | 15.42% | 15.14%+0.3pp | 17.10%-1.7pp | 41.45%-26.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,136 | $6,598-52.5% | $5,696-44.9% | $5,287-40.7% |
| Admin fee / account holder | $9 | $7,492-99.9% | $5,516-99.8% | $10,132-99.9% |