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 | $35,179 | $159,901-78.0% | $146,958-76.1% | $145,922-75.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.66% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $940 | $5,286-82.2% | $4,933-80.9% | $4,660-79.8% |
| Participant deferral / active EE | $8,022 | $8,428-4.8% | $8,070-0.6% | $6,688+19.9% |
| Admin fee / account holder | $137 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |