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 | $47,978 | $176,056-72.7% | $159,436-69.9% | $167,490-71.4% |
| Participation rate | 63.2% | 84.9%-21.8pp | 82.8%-19.7pp | 82.1%-18.9pp |
| Annual return | 16.43% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $495 | $5,297-90.7% | $4,829-89.7% | $4,837-89.8% |
| Participant deferral / active EE | $3,014 | $7,750-61.1% | $7,352-59.0% | $6,341-52.5% |
| Admin fee / account holder | $192 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |