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 | $26,037 | $96,305-73.0% | $80,569-67.7% | $139,434-81.3% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 27.33% | 1350.08%-1322.8pp | 935.43%-908.1pp | 372.94%-345.6pp |
| Employer contribution / active EE | $379 | $3,262-88.4% | $2,723-86.1% | $4,751-92.0% |
| Participant deferral / active EE | $3,365 | $5,232-35.7% | $4,447-24.3% | $6,710-49.9% |
| Admin fee / account holder | $12 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |