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 | $36,918 | $105,998-65.2% | $92,233-60.0% | $147,584-75.0% |
| Participation rate | 9.5% | 80.4%-70.9pp | 76.5%-67.0pp | 82.8%-73.3pp |
| Annual return | 20.81% | 50.05%-29.2pp | 176.28%-155.5pp | 578.55%-557.7pp |
| Employer contribution / active EE | $319 | $4,333-92.6% | $3,679-91.3% | $4,876-93.5% |
| Participant deferral / active EE | $1,270 | $4,478-71.6% | $3,897-67.4% | $5,439-76.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |