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 | $48,568 | $34,308+41.6% | $74,701-35.0% | $72,985-33.5% |
| Participation rate | 40.0% | 42.4%-2.4pp | 54.5%-14.5pp | 69.5%-29.5pp |
| Annual return | 20.95% | 26.58%-5.6pp | 752.92%-732.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $907 | $1,271-28.7% | $1,964-53.8% | $3,607-74.9% |
| Admin fee / account holder | $34 | $2,124-98.4% | $3,333-99.0% | $5,124-99.3% |