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 | $49,609 | $85,202-41.8% | $172,739-71.3% | $72,985-32.0% |
| Participation rate | 31.0% | 70.1%-39.1pp | 82.6%-51.7pp | 69.5%-38.5pp |
| Annual return | 22.67% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $3,260-59.2% | $5,198-74.4% | $3,607-63.1% |
| Admin fee / account holder | $216 | $5,884-96.3% | $13,954-98.5% | $5,124-95.8% |