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 | $1,891 | $27,827-93.2% | $65,255-97.1% | $71,457-97.4% |
| Participation rate | 56.0% | 57.6%-1.6pp | 65.0%-9.0pp | 67.9%-11.9pp |
| Annual return | 47.60% | 41.58%+6.0pp | 47.35%+0.2pp | 28.85%+18.7pp |
| Employer contribution / active EE | $244 | $1,405-82.7% | $1,691-85.6% | $2,588-90.6% |
| Participant deferral / active EE | $904 | $1,861-51.4% | $2,831-68.1% | $4,289-78.9% |
| Admin fee / account holder | $50 | $3,850-98.7% | $4,112-98.8% | $1,587-96.8% |