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 | $53,806 | $111,535-51.8% | $105,223-48.9% | $137,256-60.8% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 12.88% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $777 | $3,939-80.3% | $3,689-78.9% | $4,156-81.3% |
| Participant deferral / active EE | $3,028 | $5,500-45.0% | $5,072-40.3% | $6,407-52.7% |
| Admin fee / account holder | $253 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |