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 | $67,067 | $150,440-55.4% | $136,294-50.8% | $147,584-54.6% |
| Participation rate | 29.4% | 84.4%-55.0pp | 81.9%-52.5pp | 82.8%-53.4pp |
| Annual return | 13.02% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $681 | $5,256-87.0% | $4,695-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $3,088 | $6,630-53.4% | $6,247-50.6% | $5,439-43.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |