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 | $42,692 | $99,877-57.3% | $84,966-49.8% | $145,922-70.7% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.7pp | 80.3%-68.5pp |
| Annual return | 13.34% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $236 | $3,231-92.7% | $2,727-91.3% | $4,660-94.9% |
| Participant deferral / active EE | $1,522 | $5,291-71.2% | $4,519-66.3% | $6,688-77.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |