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 | $36,103 | $100,852-64.2% | $90,404-60.1% | $158,922-77.3% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.7%-31.8pp | 82.0%-41.0pp |
| Annual return | 22.30% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,944 | $4,348-9.3% | $3,963-0.5% | $5,982-34.1% |
| Admin fee / account holder | $199 | $6,501-96.9% | $5,611-96.5% | $11,246-98.2% |