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 | $207,737 | $90,348+129.9% | $75,972+173.4% | $145,922+42.4% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.1%-54.8pp | 80.3%-66.0pp |
| Annual return | 20.61% | 620.88%-600.3pp | 359.55%-338.9pp | 561.29%-540.7pp |
| Employer contribution / active EE | $169 | $3,311-94.9% | $2,685-93.7% | $4,660-96.4% |
| Participant deferral / active EE | $3,071 | $5,162-40.5% | $4,255-27.8% | $6,688-54.1% |
| Admin fee / account holder | $162 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |