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 | $30,669 | $90,397-66.1% | $76,002-59.6% | $145,959-79.0% |
| Participation rate | 19.0% | 74.5%-55.4pp | 69.1%-50.0pp | 80.3%-61.2pp |
| Annual return | 17.08% | 621.97%-604.9pp | 360.07%-343.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $329 | $3,317-90.1% | $2,688-87.8% | $4,661-92.9% |
| Participant deferral / active EE | $1,852 | $5,163-64.1% | $4,257-56.5% | $6,689-72.3% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |