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 | $20,399 | $72,071-71.7% | $68,368-70.2% | $137,256-85.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $340 | $2,788-87.8% | $2,649-87.2% | $4,156-91.8% |
| Participant deferral / active EE | $926 | $4,410-79.0% | $4,123-77.5% | $6,407-85.5% |
| Admin fee / account holder | $85 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |