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 | $58,733 | $109,327-46.3% | $89,391-34.3% | $158,922-63.0% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.0%-55.5pp | 82.0%-69.5pp |
| Annual return | 29.24% | 345.68%-316.4pp | 245.62%-216.4pp | 302.83%-273.6pp |
| Employer contribution / active EE | $145 | $3,170-95.4% | $2,586-94.4% | $4,761-97.0% |
| Participant deferral / active EE | $3,250 | $4,598-29.3% | $3,890-16.5% | $5,982-45.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |