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 | $38,984 | $106,890-63.5% | $84,015-53.6% | $152,861-74.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 30.58% | 104.99%-74.4pp | 71.31%-40.7pp | 345.32%-314.7pp |
| Employer contribution / active EE | $95 | $2,734-96.5% | $1,983-95.2% | $4,762-98.0% |
| Participant deferral / active EE | $3,180 | $4,011-20.7% | $3,239-1.8% | $5,850-45.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |