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 | $74,534 | $175,202-57.5% | $149,673-50.2% | $139,434-46.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 19.47% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $643 | $5,474-88.3% | $4,818-86.7% | $4,751-86.5% |
| Participant deferral / active EE | $12,857 | $6,519+97.2% | $5,680+126.4% | $6,710+91.6% |
| Admin fee / account holder | $29 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |