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 | $55,432 | $93,346-40.6% | $71,796-22.8% | $273,961-79.8% |
| Participation rate | 54.2% | 76.5%-22.4pp | 69.1%-14.9pp | 83.0%-28.8pp |
| Annual return | 24.88% | 130.39%-105.5pp | 78.04%-53.2pp | 41.45%-16.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $743 | $3,475-78.6% | $2,794-73.4% | $5,287-86.0% |
| Admin fee / account holder | $176 | $6,571-97.3% | $4,815-96.4% | $10,132-98.3% |