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 7-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 | $53,822 | $81,632-34.1% | $70,449-23.6% | $158,922-66.1% |
| Participation rate | 16.7% | 77.7%-61.1pp | 75.1%-58.4pp | 82.0%-65.3pp |
| Annual return | 39.85% | 208.40%-168.5pp | 109.03%-69.2pp | 302.83%-263.0pp |
| Employer contribution / active EE | $290 | $3,217-91.0% | $2,737-89.4% | $4,761-93.9% |
| Participant deferral / active EE | $3,250 | $4,554-28.6% | $3,709-12.4% | $5,982-45.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |