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 | $16,990 | $77,899-78.2% | $149,673-88.6% | $75,163-77.4% |
| Participation rate | 14.3% | 65.6%-51.3pp | 78.8%-64.5pp | 67.2%-52.9pp |
| Annual return | 29.38% | 31.72%-2.3pp | 134.42%-105.0pp | 160.62%-131.2pp |
| Employer contribution / active EE | $314 | $3,137-90.0% | $4,818-93.5% | $2,670-88.3% |
| Participant deferral / active EE | $1,123 | $3,411-67.1% | $5,680-80.2% | $4,125-72.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |