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 | $49,063 | $168,632-70.9% | $147,614-66.8% | $125,391-60.9% |
| Participation rate | 42.1% | 88.8%-46.7pp | 84.6%-42.5pp | 83.2%-41.1pp |
| Annual return | -2.43% | 77.65%-80.1pp | 61.98%-64.4pp | 282.22%-284.7pp |
| Employer contribution / active EE | $427 | $6,252-93.2% | $5,564-92.3% | $4,866-91.2% |
| Participant deferral / active EE | $1,936 | $5,507-64.8% | $4,895-60.4% | $5,352-63.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |