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 6-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 | $60,413 | $176,056-65.7% | $159,436-62.1% | $167,490-63.9% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 23.61% | 331.75%-308.1pp | 263.57%-240.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $760 | $5,297-85.7% | $4,829-84.3% | $4,837-84.3% |
| Participant deferral / active EE | $6,725 | $7,750-13.2% | $7,352-8.5% | $6,341+6.0% |
| Admin fee / account holder | $203 | $12,554-98.4% | $10,799-98.1% | $12,309-98.4% |