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 | $61,090 | $91,190-33.0% | $178,490-65.8% | $79,858-23.5% |
| Participation rate | 26.3% | 69.2%-42.9pp | 81.9%-55.6pp | 69.6%-43.3pp |
| Annual return | 10.74% | 24.19%-13.5pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $97 | $3,256-97.0% | $5,011-98.1% | $2,471-96.1% |
| Participant deferral / active EE | $1,143 | $3,236-64.7% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $20 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |