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 | $126,519-30.9% | $106,201-17.7% | $145,959-40.1% |
| Participation rate | 26.7% | 77.7%-51.0pp | 75.3%-48.6pp | 80.3%-53.6pp |
| Annual return | 15.35% | 225.10%-209.8pp | 116.26%-100.9pp | 561.95%-546.6pp |
| Employer contribution / active EE | $423 | $3,726-88.6% | $3,170-86.7% | $4,661-90.9% |
| Participant deferral / active EE | $2,602 | $5,716-54.5% | $5,012-48.1% | $6,689-61.1% |
| Admin fee / account holder | $61 | $17,312-99.6% | $11,039-99.5% | $13,398-99.5% |