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 | $43,738 | $209,411-79.1% | $178,490-75.5% | $158,922-72.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.65% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $580 | $5,706-89.8% | $5,011-88.4% | $4,761-87.8% |
| Participant deferral / active EE | $2,791 | $5,954-53.1% | $5,202-46.3% | $5,982-53.3% |
| Admin fee / account holder | $231 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |