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 | $42,061 | $198,466-78.8% | $170,442-75.3% | $147,584-71.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.61% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $959 | $6,184-84.5% | $5,433-82.3% | $4,876-80.3% |
| Participant deferral / active EE | $3,317 | $5,629-41.1% | $4,939-32.8% | $5,439-39.0% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |