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 | $24,712 | $105,126-76.5% | $94,646-73.9% | $139,434-82.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 27.52% | 38.03%-10.5pp | 156.71%-129.2pp | 372.94%-345.4pp |
| Employer contribution / active EE | $134 | $4,106-96.7% | $3,672-96.4% | $4,751-97.2% |
| Participant deferral / active EE | $3,607 | $7,599-52.5% | $7,418-51.4% | $6,710-46.3% |
| Admin fee / account holder | $5 | $8,984-99.9% | $7,231-99.9% | $11,403-100.0% |