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 | $44,054 | $64,348-31.5% | $90,160-51.1% | $70,131-37.2% |
| Participation rate | 30.6% | 70.4%-39.9pp | 76.9%-46.3pp | 69.5%-39.0pp |
| Annual return | 130.54% | 28.13%+102.4pp | 34.88%+95.7pp | 73.14%+57.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,913 | $4,389-33.6% | $5,288-44.9% | $3,332-12.6% |
| Admin fee / account holder | $130 | $3,944-96.7% | $5,943-97.8% | $4,645-97.2% |