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 | $65,740 | $210,648-68.8% | $177,989-63.1% | $145,922-54.9% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 23.29% | 385.86%-362.6pp | 294.48%-271.2pp | 561.29%-538.0pp |
| Employer contribution / active EE | $604 | $4,565-86.8% | $3,949-84.7% | $4,660-87.0% |
| Participant deferral / active EE | $5,464 | $6,958-21.5% | $6,276-12.9% | $6,688-18.3% |
| Admin fee / account holder | $37 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |