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 | $73,169 | $108,919-32.8% | $100,391-27.1% | $145,922-49.9% |
| Participation rate | 11.8% | 82.9%-71.2pp | 81.5%-69.7pp | 80.3%-68.5pp |
| Annual return | 17.77% | 57.88%-40.1pp | 49.20%-31.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $290 | $4,419-93.4% | $3,942-92.7% | $4,660-93.8% |
| Participant deferral / active EE | $3,484 | $8,445-58.7% | $8,082-56.9% | $6,688-47.9% |
| Admin fee / account holder | $82 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |