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 | $50,184 | $118,919-57.8% | $88,538-43.3% | $152,861-67.2% |
| Participation rate | 52.9% | 73.4%-20.4pp | 68.7%-15.8pp | 82.4%-29.5pp |
| Annual return | 63.41% | 47.92%+15.5pp | 43.64%+19.8pp | 345.32%-281.9pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,906 | $3,549-46.3% | $2,914-34.6% | $5,850-67.4% |
| Admin fee / account holder | $18 | $5,876-99.7% | $4,310-99.6% | $11,596-99.8% |