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 | $54,468 | $180,449-69.8% | $154,107-64.7% | $135,375-59.8% |
| Participation rate | 41.2% | 87.4%-46.2pp | 83.0%-41.9pp | 82.6%-41.5pp |
| Annual return | -2.75% | 888.09%-890.8pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,033 | $6,035-82.9% | $5,298-80.5% | $4,779-78.4% |
| Participant deferral / active EE | $3,155 | $5,806-45.7% | $5,081-37.9% | $5,609-43.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |