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 | $58,255 | $100,901-42.3% | $75,670-23.0% | $147,584-60.5% |
| Participation rate | 47.8% | 77.1%-29.3pp | 72.3%-24.5pp | 82.8%-35.0pp |
| Annual return | 19.22% | 35.78%-16.6pp | 27.34%-8.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $85 | $3,253-97.4% | $2,352-96.4% | $4,876-98.3% |
| Participant deferral / active EE | $1,707 | $4,027-57.6% | $3,142-45.7% | $5,439-68.6% |
| Admin fee / account holder | $23 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |