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 | $68,678 | $63,346+8.4% | $92,233-25.5% | $70,131-2.1% |
| Participation rate | 27.4% | 68.7%-41.3pp | 76.5%-49.1pp | 69.5%-42.1pp |
| Annual return | 18.38% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $323 | $2,471-86.9% | $3,679-91.2% | $2,342-86.2% |
| Participant deferral / active EE | $1,458 | $2,854-48.9% | $3,897-62.6% | $3,332-56.2% |
| Admin fee / account holder | $59 | $3,840-98.5% | $5,194-98.9% | $4,645-98.7% |