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 | $83,410 | $99,877-16.5% | $84,966-1.8% | $145,922-42.8% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 15.00% | 83.76%-68.8pp | 66.38%-51.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $95 | $3,231-97.1% | $2,727-96.5% | $4,660-98.0% |
| Participant deferral / active EE | $3,121 | $5,291-41.0% | $4,519-30.9% | $6,688-53.3% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |