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 | $40,759 | $98,750-58.7% | $149,696-72.8% | $79,858-49.0% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 30.38% | 27.43%+3.0pp | 276.60%-246.2pp | 31.71%-1.3pp |
| Employer contribution / active EE | $325 | $3,216-89.9% | $4,644-93.0% | $2,471-86.9% |
| Participant deferral / active EE | $2,519 | $5,680-55.6% | $6,842-63.2% | $3,740-32.6% |
| Admin fee / account holder | $38 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |