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 | $24,125 | $93,571-74.2% | $135,903-82.2% | $75,163-67.9% |
| Participation rate | 44.6% | 75.2%-30.5pp | 81.9%-37.3pp | 67.2%-22.5pp |
| Annual return | 29.34% | 30.90%-1.6pp | 68.23%-38.9pp | 160.62%-131.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,206 | $6,404-49.9% | $7,758-58.7% | $4,125-22.3% |
| Admin fee / account holder | $234 | $6,975-96.6% | $10,762-97.8% | $5,651-95.9% |