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 | $48,653 | $144,119-66.2% | $117,854-58.7% | $147,584-67.0% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 18.62% | 531.15%-512.5pp | 335.08%-316.5pp | 578.55%-559.9pp |
| Employer contribution / active EE | $338 | $4,896-93.1% | $3,786-91.1% | $4,876-93.1% |
| Participant deferral / active EE | $1,863 | $5,316-65.0% | $4,482-58.4% | $5,439-65.8% |
| Admin fee / account holder | $176 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |