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 | $32,352 | $83,337-61.2% | $67,834-52.3% | $273,961-88.2% |
| Participation rate | 31.8% | 76.4%-44.6pp | 68.8%-37.0pp | 83.0%-51.2pp |
| Annual return | 13.25% | 259.45%-246.2pp | 138.47%-125.2pp | 41.45%-28.2pp |
| Employer contribution / active EE | $170 | $3,287-94.8% | $2,403-92.9% | $4,869-96.5% |
| Participant deferral / active EE | $1,656 | $4,088-59.5% | $3,160-47.6% | $5,287-68.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |