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 | $38,185 | $107,334-64.4% | $92,893-58.9% | $152,861-75.0% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.4%-51.7pp |
| Annual return | 21.97% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $734 | $4,221-82.6% | $3,653-79.9% | $4,762-84.6% |
| Participant deferral / active EE | $2,539 | $4,845-47.6% | $4,236-40.1% | $5,850-56.6% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |