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 8-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 | $83,271 | $70,756+17.7% | $65,493+27.1% | $142,382-41.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 12.46% | 1754.89%-1742.4pp | 982.45%-970.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,793 | $4,637-39.8% | $3,961-29.5% | $6,507-57.1% |
| Admin fee / account holder | $174 | $6,559-97.4% | $5,028-96.5% | $12,624-98.6% |