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 | $77,289 | $102,966-24.9% | $90,281-14.4% | $152,861-49.4% |
| Participation rate | 43.8% | 75.9%-32.1pp | 73.3%-29.5pp | 82.4%-38.7pp |
| Annual return | 24.83% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $124 | $3,139-96.0% | $2,854-95.6% | $4,762-97.4% |
| Participant deferral / active EE | $3,109 | $4,281-27.4% | $3,885-20.0% | $5,850-46.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |