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 8-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 | $13,858 | $85,202-83.7% | $172,739-92.0% | $72,985-81.0% |
| Participation rate | 35.2% | 70.1%-34.9pp | 82.6%-47.4pp | 69.5%-34.3pp |
| Annual return | 89.06% | 27.32%+61.7pp | 802.84%-713.8pp | 81.00%+8.1pp |
| Employer contribution / active EE | $311 | $3,324-90.6% | $5,143-93.9% | $2,440-87.2% |
| Participant deferral / active EE | $2,466 | $3,260-24.4% | $5,198-52.6% | $3,607-31.7% |
| Admin fee / account holder | $127 | $5,884-97.8% | $13,954-99.1% | $5,124-97.5% |