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 | $138,027 | $53,127+159.8% | $86,590+59.4% | $70,131+96.8% |
| Participation rate | 21.6% | 65.3%-43.7pp | 73.5%-51.9pp | 69.5%-47.9pp |
| Annual return | 20.41% | 27.66%-7.3pp | 964.84%-944.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $173 | $2,068-91.6% | $2,839-93.9% | $2,342-92.6% |
| Participant deferral / active EE | $1,069 | $2,696-60.3% | $3,609-70.4% | $3,332-67.9% |
| Admin fee / account holder | $149 | $3,585-95.8% | $4,906-97.0% | $4,645-96.8% |