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 8-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 | $52,695 | $74,888-29.6% | $71,209-26.0% | $142,382-63.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 17.78% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $257 | $2,854-91.0% | $2,721-90.6% | $4,299-94.0% |
| Participant deferral / active EE | $2,150 | $4,454-51.7% | $4,175-48.5% | $6,507-67.0% |
| Admin fee / account holder | $232 | $5,568-95.8% | $5,349-95.7% | $12,624-98.2% |