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 4-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 | $51,174 | $75,828-32.5% | $147,614-65.3% | $59,632-14.2% |
| Participation rate | 22.5% | 71.6%-49.1pp | 84.6%-62.1pp | 68.7%-46.2pp |
| Annual return | 42.92% | 0.37%+42.6pp | 61.98%-19.1pp | 2041.28%-1998.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,050 | $3,130-66.5% | $4,895-78.6% | $3,192-67.1% |
| Admin fee / account holder | $9 | $5,985-99.8% | $11,611-99.9% | $4,297-99.8% |