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 | $184,023 | $72,400+154.2% | $67,502+172.6% | $145,922+26.1% |
| Participation rate | 17.4% | 76.9%-59.5pp | 72.9%-55.5pp | 80.3%-62.9pp |
| Annual return | 12.21% | 7182.46%-7170.3pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $301 | $3,069-90.2% | $2,731-89.0% | $4,660-93.5% |
| Participant deferral / active EE | $1,734 | $4,783-63.7% | $4,000-56.7% | $6,688-74.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |