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 | $83,286 | $73,515+13.3% | $62,995+32.2% | $147,584-43.6% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.8%-48.7pp | 82.8%-56.7pp |
| Annual return | 10.21% | 175.43%-165.2pp | 87.57%-77.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $168 | $3,320-94.9% | $2,759-93.9% | $4,876-96.6% |
| Participant deferral / active EE | $1,994 | $4,185-52.4% | $3,329-40.1% | $5,439-63.3% |
| Admin fee / account holder | $23 | $5,953-99.6% | $3,600-99.4% | $10,885-99.8% |