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 | $105,999 | $53,516+98.1% | $126,539-16.2% | $84,808+25.0% |
| Participation rate | 14.8% | 58.2%-43.5pp | 69.8%-55.1pp | 68.3%-53.6pp |
| Annual return | 14.07% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $235 | $1,535-84.7% | $3,674-93.6% | $2,631-91.1% |
| Participant deferral / active EE | $853 | $2,671-68.1% | $4,083-79.1% | $4,212-79.7% |
| Admin fee / account holder | $45 | $4,497-99.0% | $6,065-99.3% | $7,344-99.4% |