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 | $86,300 | $99,079-12.9% | $77,999+10.6% | $273,961-68.5% |
| Participation rate | 61.1% | 78.6%-17.5pp | 75.5%-14.4pp | 83.0%-21.9pp |
| Annual return | 5.21% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,061 | $4,306-52.1% | $3,497-41.1% | $5,287-61.0% |
| Admin fee / account holder | $202 | $8,954-97.7% | $5,480-96.3% | $10,132-98.0% |