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 | $14,922 | $99,020-84.9% | $86,590-82.8% | $147,584-89.9% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 21.62% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,706 | $3,972-57.0% | $3,609-52.7% | $5,439-68.6% |
| Admin fee / account holder | $147 | $5,710-97.4% | $4,906-97.0% | $10,885-98.7% |