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 7-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 | $23,702 | $90,348-73.8% | $75,972-68.8% | $145,922-83.8% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 15.46% | 620.88%-605.4pp | 359.55%-344.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $544 | $3,311-83.6% | $2,685-79.7% | $4,660-88.3% |
| Participant deferral / active EE | $2,573 | $5,162-50.1% | $4,255-39.5% | $6,688-61.5% |
| Admin fee / account holder | $29 | $8,467-99.7% | $6,467-99.5% | $13,397-99.8% |