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 | $36,200 | $85,202-57.5% | $172,739-79.0% | $72,985-50.4% |
| Participation rate | 7.7% | 70.1%-62.4pp | 82.6%-75.0pp | 69.5%-61.8pp |
| Annual return | 34.38% | 27.32%+7.1pp | 802.84%-768.5pp | 81.00%-46.6pp |
| Employer contribution / active EE | $356 | $3,324-89.3% | $5,143-93.1% | $2,440-85.4% |
| Participant deferral / active EE | $1,214 | $3,260-62.8% | $5,198-76.6% | $3,607-66.4% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |