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 | $72,268 | $104,106-30.6% | $71,086+1.7% | $135,375-46.6% |
| Participation rate | 38.9% | 65.7%-26.8pp | 54.7%-15.8pp | 82.6%-43.8pp |
| Annual return | 3.69% | 1256.30%-1252.6pp | 650.59%-646.9pp | 519.73%-516.0pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $438 | $2,527-82.7% | $1,874-76.6% | $5,609-92.2% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.6% | $10,827-99.9% |