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 | $197,587 | $105,998+86.4% | $92,233+114.2% | $147,584+33.9% |
| Participation rate | 23.1% | 80.4%-57.3pp | 76.5%-53.4pp | 82.8%-59.8pp |
| Annual return | 13.87% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $559 | $4,333-87.1% | $3,679-84.8% | $4,876-88.5% |
| Participant deferral / active EE | $2,979 | $4,478-33.5% | $3,897-23.5% | $5,439-45.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |