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 | $90,635 | $111,754-18.9% | $103,333-12.3% | $145,922-37.9% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 127.30% | 24.77%+102.5pp | 24.88%+102.4pp | 561.29%-434.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,768 | $5,619-32.9% | $5,057-25.5% | $6,688-43.7% |
| Admin fee / account holder | $190 | $9,750-98.0% | $8,355-97.7% | $13,397-98.6% |