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 | $68,974 | $111,724-38.3% | $93,606-26.3% | $145,922-52.7% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 14.36% | 202.98%-188.6pp | 133.20%-118.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $542 | $3,090-82.5% | $2,420-77.6% | $4,660-88.4% |
| Participant deferral / active EE | $1,302 | $4,912-73.5% | $4,411-70.5% | $6,688-80.5% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |