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 | $40,665 | $85,766-52.6% | $136,294-70.2% | $70,131-42.0% |
| Participation rate | 47.5% | 74.2%-26.7pp | 81.9%-34.4pp | 69.5%-22.0pp |
| Annual return | 30.36% | 31.45%-1.1pp | 5155.94%-5125.6pp | 73.14%-42.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,356 | $5,051+25.8% | $6,247+1.7% | $3,332+90.8% |
| Admin fee / account holder | $16 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |