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 | $18,440 | $49,173-62.5% | $121,098-84.8% | $75,163-75.5% |
| Participation rate | 48.5% | 55.4%-6.9pp | 69.5%-21.0pp | 67.2%-18.7pp |
| Annual return | 30.70% | 55.99%-25.3pp | 985.75%-955.0pp | 160.62%-129.9pp |
| Employer contribution / active EE | $259 | $1,546-83.2% | $4,164-93.8% | $2,670-90.3% |
| Participant deferral / active EE | $1,728 | $2,628-34.2% | $4,080-57.6% | $4,125-58.1% |
| Admin fee / account holder | $265 | $3,942-93.3% | $5,644-95.3% | $5,651-95.3% |