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 | $87,375 | $126,574-31.0% | $106,213-17.7% | $145,922-40.1% |
| Participation rate | 26.7% | 77.6%-51.0pp | 75.3%-48.6pp | 80.3%-53.6pp |
| Annual return | 15.35% | 224.79%-209.4pp | 116.14%-100.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $423 | $3,730-88.7% | $3,171-86.7% | $4,660-90.9% |
| Participant deferral / active EE | $2,602 | $5,724-54.5% | $5,016-48.1% | $6,688-61.1% |
| Admin fee / account holder | $61 | $17,304-99.6% | $11,033-99.5% | $13,397-99.5% |