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 | $54,639 | $63,346-13.7% | $92,233-40.8% | $70,131-22.1% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 15.84% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $207 | $2,471-91.6% | $3,679-94.4% | $2,342-91.2% |
| Participant deferral / active EE | $1,229 | $2,854-56.9% | $3,897-68.5% | $3,332-63.1% |
| Admin fee / account holder | $125 | $3,840-96.7% | $5,194-97.6% | $4,645-97.3% |