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 | $43,584 | $95,416-54.3% | $185,823-76.5% | $85,850-49.2% |
| Participation rate | 8.2% | 68.8%-60.6pp | 81.7%-73.5pp | 69.3%-61.1pp |
| Annual return | 13.28% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $247 | $3,314-92.5% | $5,167-95.2% | $2,565-90.4% |
| Participant deferral / active EE | $992 | $3,423-71.0% | $5,568-82.2% | $3,952-74.9% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |