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 10-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 | $28,874 | $53,127-45.7% | $86,590-66.7% | $70,131-58.8% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 14.99% | 27.66%-12.7pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $197 | $2,068-90.5% | $2,839-93.1% | $2,342-91.6% |
| Participant deferral / active EE | $1,636 | $2,696-39.3% | $3,609-54.7% | $3,332-50.9% |
| Admin fee / account holder | $128 | $3,585-96.4% | $4,906-97.4% | $4,645-97.2% |