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 | $36,251 | $63,346-42.8% | $92,233-60.7% | $70,131-48.3% |
| Participation rate | 64.7% | 68.7%-4.0pp | 76.5%-11.8pp | 69.5%-4.8pp |
| Annual return | 19.54% | 530.12%-510.6pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $364 | $2,471-85.3% | $3,679-90.1% | $2,342-84.5% |
| Participant deferral / active EE | $1,944 | $2,854-31.9% | $3,897-50.1% | $3,332-41.6% |
| Admin fee / account holder | $48 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |