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 | $122,635 | $72,071+70.2% | $68,368+79.4% | $137,256-10.7% |
| Participation rate | 9.5% | 76.2%-66.7pp | 73.8%-64.2pp | 80.0%-70.4pp |
| Annual return | 34.77% | 353.14%-318.4pp | 292.57%-257.8pp | 220.34%-185.6pp |
| Employer contribution / active EE | $202 | $2,788-92.8% | $2,649-92.4% | $4,156-95.1% |
| Participant deferral / active EE | $1,476 | $4,410-66.5% | $4,123-64.2% | $6,407-77.0% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |