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 | $13,232 | $102,616-87.1% | $81,983-83.9% | $158,922-91.7% |
| Participation rate | 23.5% | 75.5%-52.0pp | 69.2%-45.7pp | 82.0%-58.4pp |
| Annual return | 24.81% | 61.04%-36.2pp | 41.31%-16.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $172 | $3,240-94.7% | $2,498-93.1% | $4,761-96.4% |
| Participant deferral / active EE | $1,143 | $4,648-75.4% | $3,722-69.3% | $5,982-80.9% |
| Admin fee / account holder | $37 | $8,235-99.6% | $5,664-99.3% | $11,246-99.7% |