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 | $44,447 | $105,126-57.7% | $94,646-53.0% | $139,434-68.1% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 17.39% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,664 | $7,599-64.9% | $7,418-64.1% | $6,710-60.3% |
| Admin fee / account holder | $15 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |