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 8-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 | $147,037 | $77,419+89.9% | $69,455+111.7% | $152,861-3.8% |
| Participation rate | 8.3% | 78.1%-69.8pp | 74.6%-66.3pp | 82.4%-74.1pp |
| Annual return | 24.36% | 39.06%-14.7pp | 28.97%-4.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $110 | $3,315-96.7% | $2,779-96.0% | $4,762-97.7% |
| Participant deferral / active EE | $1,283 | $4,414-70.9% | $3,535-63.7% | $5,850-78.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |