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 | $30,388 | $76,407-60.2% | $150,298-79.8% | $82,448-63.1% |
| Participation rate | 32.1% | 66.4%-34.3pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 35.29% | 39.99%-4.7pp | 62.79%-27.5pp | 41.64%-6.4pp |
| Employer contribution / active EE | $118 | $2,614-95.5% | $4,154-97.2% | $2,551-95.4% |
| Participant deferral / active EE | $971 | $3,214-69.8% | $5,453-82.2% | $4,139-76.5% |
| Admin fee / account holder | $35 | $6,352-99.4% | $14,116-99.8% | $7,234-99.5% |