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 | $28,882 | $115,770-75.1% | $101,248-71.5% | $158,922-81.8% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 20.27% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $734 | $4,175-82.4% | $3,660-79.9% | $4,761-84.6% |
| Participant deferral / active EE | $1,560 | $4,957-68.5% | $4,370-64.3% | $5,982-73.9% |
| Admin fee / account holder | $36 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |