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 | $65,524 | $106,890-38.7% | $84,015-22.0% | $152,861-57.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 26.18% | 104.99%-78.8pp | 71.31%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $129 | $2,734-95.3% | $1,983-93.5% | $4,762-97.3% |
| Participant deferral / active EE | $3,223 | $4,011-19.7% | $3,239-0.5% | $5,850-44.9% |
| Admin fee / account holder | $18 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |