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 | $60,998 | $202,318-69.9% | $172,739-64.7% | $152,861-60.1% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 22.18% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,027 | $5,856-82.5% | $5,143-80.0% | $4,762-78.4% |
| Participant deferral / active EE | $4,617 | $5,948-22.4% | $5,198-11.2% | $5,850-21.1% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |