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 | $131,930 | $91,190+44.7% | $178,490-26.1% | $79,858+65.2% |
| Participation rate | 14.7% | 69.2%-54.5pp | 81.9%-67.2pp | 69.6%-54.9pp |
| Annual return | 16.44% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $369 | $3,256-88.7% | $5,011-92.6% | $2,471-85.0% |
| Participant deferral / active EE | $2,530 | $3,236-21.8% | $5,202-51.4% | $3,740-32.3% |
| Admin fee / account holder | $18 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |