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 | $55,523 | $95,971-42.1% | $74,550-25.5% | $135,375-59.0% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | 10.93% | 56.96%-46.0pp | 32.53%-21.6pp | 519.73%-508.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $979 | $3,843-74.5% | $3,108-68.5% | $5,609-82.6% |
| Admin fee / account holder | $228 | $6,522-96.5% | $5,060-95.5% | $10,827-97.9% |