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 | $59,329 | $155,788-61.9% | $124,672-52.4% | $167,490-64.6% |
| Participation rate | 42.9% | 81.1%-38.2pp | 74.6%-31.8pp | 82.1%-39.2pp |
| Annual return | 14.72% | 17.97%-3.3pp | 5142.93%-5128.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $479 | $4,163-88.5% | $3,324-85.6% | $4,837-90.1% |
| Participant deferral / active EE | $2,150 | $5,673-62.1% | $4,614-53.4% | $6,341-66.1% |
| Admin fee / account holder | $97 | $9,531-99.0% | $7,493-98.7% | $12,309-99.2% |