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 | $57,841 | $99,079-41.6% | $77,999-25.8% | $273,961-78.9% |
| Participation rate | 21.1% | 78.6%-57.5pp | 75.5%-54.5pp | 83.0%-62.0pp |
| Annual return | 7.89% | 217.93%-210.0pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $351 | $3,308-89.4% | $2,470-85.8% | $4,869-92.8% |
| Participant deferral / active EE | $2,411 | $4,306-44.0% | $3,497-31.1% | $5,287-54.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |