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 | $16,204 | $90,348-82.1% | $75,972-78.7% | $145,922-88.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.35% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $298 | $3,311-91.0% | $2,685-88.9% | $4,660-93.6% |
| Participant deferral / active EE | $1,268 | $5,162-75.4% | $4,255-70.2% | $6,688-81.0% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |