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 | $51,726 | $107,015-51.7% | $73,545-29.7% | $147,584-65.0% |
| Participation rate | 29.2% | 66.4%-37.2pp | 54.9%-25.8pp | 82.8%-53.7pp |
| Annual return | 16.47% | 38.25%-21.8pp | -15.16%+31.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,718 | $2,462-30.2% | $1,806-4.9% | $5,439-68.4% |
| Admin fee / account holder | $276 | $3,055-91.0% | $2,320-88.1% | $10,885-97.5% |