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 | $44,106 | $63,861-30.9% | $104,607-57.8% | $79,858-44.8% |
| Participation rate | 18.8% | 64.9%-46.2pp | 74.1%-55.3pp | 69.6%-50.9pp |
| Annual return | 20.16% | 21.30%-1.1pp | 340.46%-320.3pp | 31.71%-11.6pp |
| Employer contribution / active EE | $239 | $1,588-85.0% | $2,681-91.1% | $2,471-90.3% |
| Participant deferral / active EE | $986 | $2,693-63.4% | $3,740-73.6% | $3,740-73.6% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |