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 | $71,994 | $126,519-43.1% | $106,201-32.2% | $145,959-50.7% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 8.68% | 225.10%-216.4pp | 116.26%-107.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $563 | $3,726-84.9% | $3,170-82.2% | $4,661-87.9% |
| Participant deferral / active EE | $2,748 | $5,716-51.9% | $5,012-45.2% | $6,689-58.9% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |