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 | $55,628 | $85,202-34.7% | $172,739-67.8% | $72,985-23.8% |
| Participation rate | 37.2% | 70.1%-32.9pp | 82.6%-45.4pp | 69.5%-32.3pp |
| Annual return | 23.88% | 27.32%-3.4pp | 802.84%-779.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $298 | $3,324-91.0% | $5,143-94.2% | $2,440-87.8% |
| Participant deferral / active EE | $1,336 | $3,260-59.0% | $5,198-74.3% | $3,607-63.0% |
| Admin fee / account holder | $187 | $5,884-96.8% | $13,954-98.7% | $5,124-96.3% |