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 | $50,265 | $63,346-20.6% | $92,233-45.5% | $70,131-28.3% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-17.9pp |
| Annual return | 15.35% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $266 | $2,471-89.2% | $3,679-92.8% | $2,342-88.6% |
| Participant deferral / active EE | $2,975 | $2,854+4.2% | $3,897-23.7% | $3,332-10.7% |
| Admin fee / account holder | $249 | $3,840-93.5% | $5,194-95.2% | $4,645-94.6% |