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 | $52,918 | $198,466-73.3% | $170,442-69.0% | $147,584-64.1% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 30.13% | 257.29%-227.2pp | 205.93%-175.8pp | 578.55%-548.4pp |
| Employer contribution / active EE | $1,200 | $6,184-80.6% | $5,433-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $3,500 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |