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 | $76,178 | $105,998-28.1% | $92,233-17.4% | $147,584-48.4% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 21.50% | 50.05%-28.6pp | 176.28%-154.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $368 | $4,333-91.5% | $3,679-90.0% | $4,876-92.4% |
| Participant deferral / active EE | $1,832 | $4,478-59.1% | $3,897-53.0% | $5,439-66.3% |
| Admin fee / account holder | $107 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |