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 | $50,558 | $197,591-74.4% | $177,821-71.6% | $158,922-68.2% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 19.25% | 58.76%-39.5pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,231 | $6,697-81.6% | $5,918-79.2% | $4,761-74.1% |
| Participant deferral / active EE | $6,577 | $8,405-21.7% | $7,714-14.7% | $5,982+10.0% |
| Admin fee / account holder | $67 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |