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 | $30,773 | $100,852-69.5% | $90,404-66.0% | $158,922-80.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 13.58% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $40 | $3,689-98.9% | $3,262-98.8% | $4,761-99.2% |
| Participant deferral / active EE | $800 | $4,348-81.6% | $3,963-79.8% | $5,982-86.6% |
| Admin fee / account holder | -$16 | $6,501-100.2% | $5,611-100.3% | $11,246-100.1% |