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 | $0 | $79,557-100.0% | $118,746-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 78.3%-78.3pp | 69.5%-69.5pp |
| Annual return | 173.48% | 25.64%+147.8pp | 24.54%+148.9pp | 73.14%+100.3pp |
| Employer contribution / active EE | $62 | $2,861-97.8% | $4,193-98.5% | $2,342-97.4% |
| Participant deferral / active EE | $5,639 | $4,089+37.9% | $5,332+5.7% | $3,332+69.2% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |