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 | $51,987 | $29,660+75.3% | $56,411-7.8% | $80,856-35.7% |
| Participation rate | 12.0% | 41.6%-29.6pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 11.87% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $38 | $669-94.4% | $1,039-96.4% | $2,755-98.6% |
| Participant deferral / active EE | $286 | $1,226-76.6% | $1,952-85.3% | $4,296-93.3% |
| Admin fee / account holder | $220 | $2,428-90.9% | $2,829-92.2% | $6,918-96.8% |