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 | $133,828 | $102,604+30.4% | $86,188+55.3% | $139,434-4.0% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.0%-46.7pp | 80.3%-58.1pp |
| Annual return | 21.49% | 1922.51%-1901.0pp | 1168.45%-1147.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $327 | $3,032-89.2% | $2,380-86.3% | $4,751-93.1% |
| Participant deferral / active EE | $1,225 | $4,676-73.8% | $3,985-69.3% | $6,710-81.7% |
| Admin fee / account holder | $30 | $8,657-99.7% | $6,852-99.6% | $11,403-99.7% |