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 | $26,580 | $150,440-82.3% | $136,294-80.5% | $147,584-82.0% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 28.14% | 1049.08%-1020.9pp | 5155.94%-5127.8pp | 578.55%-550.4pp |
| Employer contribution / active EE | $522 | $5,256-90.1% | $4,695-88.9% | $4,876-89.3% |
| Participant deferral / active EE | $5,960 | $6,630-10.1% | $6,247-4.6% | $5,439+9.6% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |