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 | $35,134 | $56,114-37.4% | $96,139-63.5% | $85,850-59.1% |
| Participation rate | 53.6% | 56.7%-3.1pp | 68.4%-14.9pp | 69.3%-15.7pp |
| Annual return | 19.94% | 42.30%-22.4pp | 191.94%-172.0pp | 318.53%-298.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,233 | $2,859+13.1% | $4,349-25.7% | $3,952-18.2% |
| Admin fee / account holder | $47 | $3,768-98.8% | $5,537-99.2% | $6,260-99.3% |