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 | $84,972 | $135,635-37.4% | $110,238-22.9% | $135,375-37.2% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.8%-21.5pp | 82.6%-24.3pp |
| Annual return | 10.00% | 513.19%-503.2pp | 314.74%-304.7pp | 519.73%-509.7pp |
| Employer contribution / active EE | $833 | $4,906-83.0% | $3,826-78.2% | $4,779-82.6% |
| Participant deferral / active EE | $4,534 | $5,506-17.7% | $4,672-3.0% | $5,609-19.2% |
| Admin fee / account holder | $105 | $11,457-99.1% | $8,547-98.8% | $10,827-99.0% |