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 | $35,888 | $202,318-82.3% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.4%-17.7pp |
| Annual return | 21.02% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $645 | $5,856-89.0% | $5,143-87.5% | $4,762-86.5% |
| Participant deferral / active EE | $3,179 | $5,948-46.6% | $5,198-38.8% | $5,850-45.7% |
| Admin fee / account holder | $82 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |