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 | $23,424 | $109,327-78.6% | $89,391-73.8% | $158,922-85.3% |
| Participation rate | 10.0% | 74.3%-64.3pp | 68.0%-58.0pp | 82.0%-72.0pp |
| Annual return | 49.03% | 345.68%-296.6pp | 245.62%-196.6pp | 302.83%-253.8pp |
| Employer contribution / active EE | $213 | $3,170-93.3% | $2,586-91.8% | $4,761-95.5% |
| Participant deferral / active EE | $1,185 | $4,598-74.2% | $3,890-69.5% | $5,982-80.2% |
| Admin fee / account holder | $51 | $6,153-99.2% | $4,881-99.0% | $11,246-99.5% |