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 | $92,937 | $202,318-54.1% | $172,739-46.2% | $152,861-39.2% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.4%-44.9pp |
| Annual return | 22.03% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $736 | $5,856-87.4% | $5,143-85.7% | $4,762-84.5% |
| Participant deferral / active EE | $4,034 | $5,948-32.2% | $5,198-22.4% | $5,850-31.1% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |