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 9-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 | $31,486 | $107,334-70.7% | $92,893-66.1% | $152,861-79.4% |
| Participation rate | 31.8% | 79.8%-48.0pp | 76.0%-44.2pp | 82.4%-50.6pp |
| Annual return | 26.25% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $542 | $4,221-87.2% | $3,653-85.2% | $4,762-88.6% |
| Participant deferral / active EE | $1,718 | $4,845-64.5% | $4,236-59.4% | $5,850-70.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |