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 | $8,956 | $64,839-86.2% | $95,585-90.6% | $84,808-89.4% |
| Participation rate | 51.7% | 63.8%-12.1pp | 72.1%-20.3pp | 68.3%-16.6pp |
| Annual return | 20.91% | -670.96%+691.9pp | 38.56%-17.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $342 | $1,759-80.5% | $2,527-86.5% | $2,631-87.0% |
| Participant deferral / active EE | $1,385 | $2,965-53.3% | $4,023-65.6% | $4,212-67.1% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |