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 | $39,061 | $209,411-81.3% | $178,490-78.1% | $158,922-75.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.07% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,027 | $5,706-82.0% | $5,011-79.5% | $4,761-78.4% |
| Participant deferral / active EE | $4,953 | $5,954-16.8% | $5,202-4.8% | $5,982-17.2% |
| Admin fee / account holder | $135 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |