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 | $46,759 | $111,754-58.2% | $103,333-54.7% | $145,922-68.0% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 14.93% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $749 | $4,212-82.2% | $3,868-80.6% | $4,660-83.9% |
| Participant deferral / active EE | $2,121 | $5,619-62.3% | $5,057-58.1% | $6,688-68.3% |
| Admin fee / account holder | $21 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |