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 | $83,676 | $144,119-41.9% | $117,854-29.0% | $147,584-43.3% |
| Participation rate | 31.3% | 83.4%-52.2pp | 79.7%-48.4pp | 82.8%-51.6pp |
| Annual return | 30.74% | 531.15%-500.4pp | 335.08%-304.3pp | 578.55%-547.8pp |
| Employer contribution / active EE | $233 | $4,896-95.2% | $3,786-93.8% | $4,876-95.2% |
| Participant deferral / active EE | $2,732 | $5,316-48.6% | $4,482-39.0% | $5,439-49.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |