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 10-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 | $70,006 | $99,020-29.3% | $86,590-19.2% | $147,584-52.6% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 16.76% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $827 | $3,972-79.2% | $3,609-77.1% | $5,439-84.8% |
| Admin fee / account holder | $136 | $5,710-97.6% | $4,906-97.2% | $10,885-98.8% |