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 7-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 | $77,068 | $68,097+13.2% | $62,929+22.5% | $137,256-43.9% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.0%-60.0pp |
| Annual return | 17.58% | 1859.11%-1841.5pp | 1063.93%-1046.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,742 | $4,553-17.8% | $3,888-3.8% | $6,407-41.6% |
| Admin fee / account holder | $294 | $6,521-95.5% | $5,065-94.2% | $12,270-97.6% |