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 | $48,299 | $159,901-69.8% | $146,958-67.1% | $145,922-66.9% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 15.43% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $744 | $5,286-85.9% | $4,933-84.9% | $4,660-84.0% |
| Participant deferral / active EE | $3,086 | $8,428-63.4% | $8,070-61.8% | $6,688-53.8% |
| Admin fee / account holder | $286 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |