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 | $32,792 | $52,279-37.3% | $89,391-63.3% | $79,858-58.9% |
| Participation rate | 20.7% | 57.5%-36.8pp | 68.0%-47.3pp | 69.6%-48.9pp |
| Annual return | 76.37% | 22.16%+54.2pp | 245.62%-169.2pp | 31.71%+44.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,885 | $2,740-31.2% | $3,890-51.6% | $3,740-49.6% |
| Admin fee / account holder | $11 | $3,356-99.7% | $4,881-99.8% | $5,306-99.8% |