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 | $21,505 | $48,570-55.7% | $130,648-83.5% | $72,985-70.5% |
| Participation rate | 34.5% | 58.6%-24.1pp | 71.7%-37.3pp | 69.5%-35.0pp |
| Annual return | 21.79% | 38.63%-16.8pp | 1708.96%-1687.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $269 | $1,334-79.8% | $4,092-93.4% | $2,440-89.0% |
| Participant deferral / active EE | $1,075 | $2,384-54.9% | $3,603-70.1% | $3,607-70.2% |
| Admin fee / account holder | $92 | $3,549-97.4% | $5,464-98.3% | $5,124-98.2% |