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 | $97,121 | $109,817-11.6% | $98,442-1.3% | $167,490-42.0% |
| Participation rate | 41.7% | 75.8%-34.2pp | 73.3%-31.7pp | 82.1%-40.4pp |
| Annual return | 16.27% | 1956.69%-1940.4pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,411 | $4,673-48.4% | $4,276-43.6% | $6,341-62.0% |
| Admin fee / account holder | $181 | $6,753-97.3% | $5,949-97.0% | $12,309-98.5% |