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 | $97,016 | $115,770-16.2% | $101,248-4.2% | $158,922-39.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 24.06% | 56.14%-32.1pp | 46.47%-22.4pp | 302.83%-278.8pp |
| Employer contribution / active EE | $481 | $4,175-88.5% | $3,660-86.9% | $4,761-89.9% |
| Participant deferral / active EE | $2,473 | $4,957-50.1% | $4,370-43.4% | $5,982-58.7% |
| Admin fee / account holder | $274 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |