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 | $57,545 | $115,770-50.3% | $101,248-43.2% | $158,922-63.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 26.96% | 56.14%-29.2pp | 46.47%-19.5pp | 302.83%-275.9pp |
| Employer contribution / active EE | $557 | $4,175-86.6% | $3,660-84.8% | $4,761-88.3% |
| Participant deferral / active EE | $2,229 | $4,957-55.0% | $4,370-49.0% | $5,982-62.7% |
| Admin fee / account holder | $62 | $7,245-99.1% | $5,945-99.0% | $11,246-99.5% |