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 6-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 | $18,139 | $45,343-60.0% | $150,298-87.9% | $67,986-73.3% |
| Participation rate | 17.1% | 51.9%-34.8pp | 77.8%-60.7pp | 57.2%-40.1pp |
| Annual return | 19.40% | 33.28%-13.9pp | 62.79%-43.4pp | 31.67%-12.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $704 | $2,055-65.7% | $5,453-87.1% | $3,358-79.0% |
| Admin fee / account holder | $48 | $2,250-97.8% | $14,116-99.7% | $3,203-98.5% |