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 4-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 | $10,525 | $48,795-78.4% | $65,493-83.9% | $84,808-87.6% |
| Participation rate | 40.9% | 67.0%-26.1pp | 73.1%-32.2pp | 68.3%-27.4pp |
| Annual return | 20.27% | 20.20%+0.1pp | 982.45%-962.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $313 | $1,930-83.8% | $2,574-87.8% | $2,631-88.1% |
| Participant deferral / active EE | $984 | $2,928-66.4% | $3,961-75.2% | $4,212-76.6% |
| Admin fee / account holder | $19 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |