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 | $147,129 | $95,971+53.3% | $74,550+97.4% | $135,375+8.7% |
| Participation rate | 18.2% | 75.7%-57.5pp | 69.1%-51.0pp | 82.6%-64.5pp |
| Annual return | 1.14% | 56.96%-55.8pp | 32.53%-31.4pp | 519.73%-518.6pp |
| Employer contribution / active EE | $84 | $2,716-96.9% | $1,961-95.7% | $4,779-98.2% |
| Participant deferral / active EE | $1,518 | $3,843-60.5% | $3,108-51.2% | $5,609-72.9% |
| Admin fee / account holder | $81 | $6,522-98.8% | $5,060-98.4% | $10,827-99.3% |