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 | $23,320 | $37,426-37.7% | $77,482-69.9% | $79,858-70.8% |
| Participation rate | 18.5% | 41.5%-23.0pp | 54.2%-35.7pp | 69.6%-51.1pp |
| Annual return | 28.43% | 39.70%-11.3pp | 54.79%-26.4pp | 31.71%-3.3pp |
| Employer contribution / active EE | $51 | $637-92.0% | $986-94.9% | $2,471-97.9% |
| Participant deferral / active EE | $723 | $1,260-42.6% | $1,861-61.2% | $3,740-80.7% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |