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 | $41,233 | $175,202-76.5% | $149,673-72.5% | $139,434-70.4% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 30.29% | 166.71%-136.4pp | 134.42%-104.1pp | 372.94%-342.7pp |
| Employer contribution / active EE | $781 | $5,474-85.7% | $4,818-83.8% | $4,751-83.6% |
| Participant deferral / active EE | $3,242 | $6,519-50.3% | $5,680-42.9% | $6,710-51.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |