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 | $42,168 | $127,100-66.8% | $105,738-60.1% | $135,375-68.9% |
| Participation rate | 36.8% | 82.7%-45.9pp | 76.3%-39.5pp | 82.6%-45.8pp |
| Annual return | 12.14% | 4.49%+7.6pp | 6.27%+5.9pp | 519.73%-507.6pp |
| Employer contribution / active EE | $738 | $4,107-82.0% | $3,268-77.4% | $4,779-84.6% |
| Participant deferral / active EE | $1,783 | $5,064-64.8% | $4,080-56.3% | $5,609-68.2% |
| Admin fee / account holder | $5 | $9,087-99.9% | $6,913-99.9% | $10,827-100.0% |