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 | $55,013 | $197,591-72.2% | $177,821-69.1% | $158,922-65.4% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.7%-33.9pp | 82.0%-28.1pp |
| Annual return | 14.65% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $152 | $6,697-97.7% | $5,918-97.4% | $4,761-96.8% |
| Participant deferral / active EE | $5,379 | $8,405-36.0% | $7,714-30.3% | $5,982-10.1% |
| Admin fee / account holder | $102 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |