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 8-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 | $39,220 | $124,185-68.4% | $108,410-63.8% | $167,490-76.6% |
| Participation rate | 33.3% | 82.3%-48.9pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 20.57% | 1379.64%-1359.1pp | 905.27%-884.7pp | 478.56%-458.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,873 | $6,908-58.4% | $6,563-56.2% | $6,341-54.7% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |