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 | $19,654 | $107,334-81.7% | $92,893-78.8% | $152,861-87.1% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.4%-38.7pp |
| Annual return | 28.45% | 145.58%-117.1pp | 109.41%-81.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $709 | $4,221-83.2% | $3,653-80.6% | $4,762-85.1% |
| Participant deferral / active EE | $1,548 | $4,845-68.1% | $4,236-63.5% | $5,850-73.5% |
| Admin fee / account holder | $29 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |