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 | $38,331 | $63,346-39.5% | $92,233-58.4% | $70,131-45.3% |
| Participation rate | 14.0% | 68.7%-54.7pp | 76.5%-62.5pp | 69.5%-55.6pp |
| Annual return | 34.33% | 530.12%-495.8pp | 176.28%-141.9pp | 73.14%-38.8pp |
| Employer contribution / active EE | $169 | $2,471-93.2% | $3,679-95.4% | $2,342-92.8% |
| Participant deferral / active EE | $1,339 | $2,854-53.1% | $3,897-65.6% | $3,332-59.8% |
| Admin fee / account holder | $106 | $3,840-97.3% | $5,194-98.0% | $4,645-97.7% |