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 | $58,695 | $107,334-45.3% | $92,893-36.8% | $152,861-61.6% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.4%-62.4pp |
| Annual return | 23.95% | 145.58%-121.6pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $478 | $4,221-88.7% | $3,653-86.9% | $4,762-90.0% |
| Participant deferral / active EE | $4,904 | $4,845+1.2% | $4,236+15.8% | $5,850-16.2% |
| Admin fee / account holder | $185 | $7,079-97.4% | $5,794-96.8% | $11,596-98.4% |