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 | $65,433 | $144,119-54.6% | $117,854-44.5% | $147,584-55.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 14.23% | 531.15%-516.9pp | 335.08%-320.9pp | 578.55%-564.3pp |
| Employer contribution / active EE | $702 | $4,896-85.7% | $3,786-81.5% | $4,876-85.6% |
| Participant deferral / active EE | $2,284 | $5,316-57.0% | $4,482-49.0% | $5,439-58.0% |
| Admin fee / account holder | $200 | $10,886-98.2% | $8,020-97.5% | $10,885-98.2% |