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 3-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 | $7,173 | $74,888-90.4% | $71,209-89.9% | $142,382-95.0% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.1%-36.4pp |
| Annual return | 38.39% | 345.14%-306.8pp | 282.51%-244.1pp | 217.08%-178.7pp |
| Employer contribution / active EE | $304 | $2,854-89.3% | $2,721-88.8% | $4,299-92.9% |
| Participant deferral / active EE | $1,785 | $4,454-59.9% | $4,175-57.3% | $6,507-72.6% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |