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 9-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 | $136,215 | $97,757+39.3% | $83,848+62.5% | $135,375+0.6% |
| Participation rate | 29.4% | 80.0%-50.5pp | 76.1%-46.7pp | 82.6%-53.2pp |
| Annual return | -8.80% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $249 | $4,222-94.1% | $3,631-93.1% | $4,779-94.8% |
| Participant deferral / active EE | $1,851 | $4,682-60.5% | $4,082-54.7% | $5,609-67.0% |
| Admin fee / account holder | $208 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |