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 | $19,818 | $104,907-81.1% | $84,611-76.6% | $152,861-87.0% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.4%-18.8pp |
| Annual return | 21.33% | 373.79%-352.5pp | 258.74%-237.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $212 | $3,302-93.6% | $2,652-92.0% | $4,762-95.6% |
| Participant deferral / active EE | $952 | $4,688-79.7% | $3,899-75.6% | $5,850-83.7% |
| Admin fee / account holder | $37 | $6,241-99.4% | $4,912-99.3% | $11,596-99.7% |