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 | $44,620 | $185,822-76.0% | $169,993-73.8% | $139,434-68.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 19.46% | 60.50%-41.0pp | 53.37%-33.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,007 | $7,590-86.7% | $6,785-85.2% | $4,751-78.8% |
| Participant deferral / active EE | $4,918 | $11,622-57.7% | $10,408-52.7% | $6,710-26.7% |
| Admin fee / account holder | $164 | $15,381-98.9% | $12,815-98.7% | $11,403-98.6% |