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 | $236,133 | $105,859+123.1% | $90,160+161.9% | $147,584+60.0% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 17.18% | 37.63%-20.4pp | 34.88%-17.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,323 | $5,733-59.5% | $5,288-56.1% | $5,439-57.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |