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 5-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 | $39,399 | $185,822-78.8% | $169,993-76.8% | $139,434-71.7% |
| Participation rate | 41.7% | 87.8%-46.1pp | 87.0%-45.3pp | 80.3%-38.7pp |
| Annual return | 352.52% | 60.50%+292.0pp | 53.37%+299.1pp | 372.94%-20.4pp |
| Employer contribution / active EE | $1,028 | $7,590-86.5% | $6,785-84.8% | $4,751-78.4% |
| Participant deferral / active EE | $4,175 | $11,622-64.1% | $10,408-59.9% | $6,710-37.8% |
| Admin fee / account holder | $156 | $15,381-99.0% | $12,815-98.8% | $11,403-98.6% |