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 | $46,431 | $63,346-26.7% | $92,233-49.7% | $70,131-33.8% |
| Participation rate | 41.6% | 68.7%-27.1pp | 76.5%-34.9pp | 69.5%-28.0pp |
| Annual return | 21.22% | 530.12%-508.9pp | 176.28%-155.1pp | 73.14%-51.9pp |
| Employer contribution / active EE | $423 | $2,471-82.9% | $3,679-88.5% | $2,342-81.9% |
| Participant deferral / active EE | $2,822 | $2,854-1.1% | $3,897-27.6% | $3,332-15.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |