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 | $87,793 | $97,757-10.2% | $83,848+4.7% | $135,375-35.1% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | 11.98% | 1287.37%-1275.4pp | 850.88%-838.9pp | 519.73%-507.8pp |
| Employer contribution / active EE | $494 | $4,222-88.3% | $3,631-86.4% | $4,779-89.7% |
| Participant deferral / active EE | $2,492 | $4,682-46.8% | $4,082-39.0% | $5,609-55.6% |
| Admin fee / account holder | $179 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |