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 7-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 | $11,157 | $48,230-76.9% | $67,502-83.5% | $80,856-86.2% |
| Participation rate | 41.9% | 66.4%-24.4pp | 72.9%-30.9pp | 67.6%-25.7pp |
| Annual return | 23.53% | 18.28%+5.2pp | 3512.12%-3488.6pp | 35.59%-12.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,273 | $2,924-56.5% | $4,000-68.2% | $4,296-70.4% |
| Admin fee / account holder | $115 | $3,681-96.9% | $3,998-97.1% | $6,918-98.3% |