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 | $49,972 | $198,466-74.8% | $170,442-70.7% | $147,584-66.1% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 15.34% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $715 | $6,184-88.4% | $5,433-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $2,001 | $5,629-64.4% | $4,939-59.5% | $5,439-63.2% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |