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 | $36,318 | $85,202-57.4% | $172,739-79.0% | $72,985-50.2% |
| Participation rate | 54.3% | 70.1%-15.7pp | 82.6%-28.3pp | 69.5%-15.2pp |
| Annual return | 25.71% | 27.32%-1.6pp | 802.84%-777.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $247 | $3,324-92.6% | $5,143-95.2% | $2,440-89.9% |
| Participant deferral / active EE | $2,138 | $3,260-34.4% | $5,198-58.9% | $3,607-40.7% |
| Admin fee / account holder | $63 | $5,884-98.9% | $13,954-99.5% | $5,124-98.8% |