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 | $89,110 | $180,449-50.6% | $154,107-42.2% | $135,375-34.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.02% | 888.09%-887.1pp | 735.12%-734.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,094 | $6,035-81.9% | $5,298-79.4% | $4,779-77.1% |
| Participant deferral / active EE | $10,221 | $5,806+76.0% | $5,081+101.2% | $5,609+82.2% |
| Admin fee / account holder | $52 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |