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 | $36,097 | $103,376-65.1% | $87,100-58.6% | $152,861-76.4% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.9%-23.5pp | 82.4%-29.1pp |
| Annual return | 58.11% | 28.10%+30.0pp | 28.19%+29.9pp | 345.32%-287.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,039 | $4,778-15.5% | $4,049-0.2% | $5,850-31.0% |
| Admin fee / account holder | $90 | $12,205-99.3% | $7,497-98.8% | $11,596-99.2% |