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 4-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 | $37,854 | $96,305-60.7% | $80,569-53.0% | $139,434-72.9% |
| Participation rate | 5.9% | 73.6%-67.7pp | 67.0%-61.1pp | 80.3%-74.4pp |
| Annual return | 32.61% | 1350.08%-1317.5pp | 935.43%-902.8pp | 372.94%-340.3pp |
| Employer contribution / active EE | $229 | $3,262-93.0% | $2,723-91.6% | $4,751-95.2% |
| Participant deferral / active EE | $868 | $5,232-83.4% | $4,447-80.5% | $6,710-87.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |