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 | $150,733 | $81,632+84.6% | $70,449+114.0% | $158,922-5.2% |
| Participation rate | 31.6% | 77.7%-46.1pp | 75.1%-43.5pp | 82.0%-50.4pp |
| Annual return | 17.68% | 208.40%-190.7pp | 109.03%-91.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $242 | $3,217-92.5% | $2,737-91.2% | $4,761-94.9% |
| Participant deferral / active EE | $3,265 | $4,554-28.3% | $3,709-11.9% | $5,982-45.4% |
| Admin fee / account holder | $39 | $6,193-99.4% | $3,845-99.0% | $11,246-99.7% |