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 | $31,283 | $165,984-81.2% | $164,813-81.0% | $145,922-78.6% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 14.53% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,137 | $6,959-69.3% | $6,031-64.6% | $6,688-68.0% |
| Admin fee / account holder | $154 | $16,648-99.1% | $12,690-98.8% | $13,397-98.9% |