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 | $35,272 | $176,812-80.1% | $146,665-76.0% | $167,490-78.9% |
| Participation rate | 31.6% | 83.6%-52.0pp | 80.1%-48.5pp | 82.1%-50.5pp |
| Annual return | 53.15% | 24.03%+29.1pp | 22.74%+30.4pp | 478.56%-425.4pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,081 | $6,440-67.7% | $5,506-62.2% | $6,341-67.2% |
| Admin fee / account holder | $66 | $13,259-99.5% | $10,280-99.4% | $12,309-99.5% |