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 | $36,529 | $232,540-84.3% | $185,117-80.3% | $147,584-75.2% |
| Participation rate | 28.6% | 82.4%-53.8pp | 77.3%-48.7pp | 82.8%-54.3pp |
| Annual return | 235.69% | 43.03%+192.7pp | 40.50%+195.2pp | 578.55%-342.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,216 | $5,834-62.0% | $5,045-56.1% | $5,439-59.3% |
| Admin fee / account holder | $4 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |