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 | $21,077 | $58,927-64.2% | $76,817-72.6% | $72,985-71.1% |
| Participation rate | 32.7% | 67.3%-34.7pp | 72.1%-39.4pp | 69.5%-36.8pp |
| Annual return | 25.63% | 2305.64%-2280.0pp | 1166.11%-1140.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $309 | $1,787-82.7% | $2,302-86.6% | $2,440-87.3% |
| Participant deferral / active EE | $1,192 | $2,690-55.7% | $3,336-64.3% | $3,607-67.0% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |