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 5-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 | $50,681 | $111,724-54.6% | $93,606-45.9% | $145,922-65.3% |
| Participation rate | 21.4% | 74.2%-52.8pp | 68.7%-47.3pp | 80.3%-58.8pp |
| Annual return | 13.40% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $323 | $3,090-89.5% | $2,420-86.6% | $4,660-93.1% |
| Participant deferral / active EE | $1,521 | $4,912-69.0% | $4,411-65.5% | $6,688-77.3% |
| Admin fee / account holder | $50 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |