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 | $38,958 | $150,187-74.1% | $120,354-67.6% | $145,922-73.3% |
| Participation rate | 47.1% | 78.8%-31.7pp | 71.9%-24.8pp | 80.3%-33.2pp |
| Annual return | 20.40% | 154.07%-133.7pp | 107.15%-86.7pp | 561.29%-540.9pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,537 | $6,173-58.9% | $4,991-49.2% | $6,688-62.1% |
| Admin fee / account holder | $13 | $12,207-99.9% | $9,423-99.9% | $13,397-99.9% |