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 | $53,902 | $217,402-75.2% | $185,823-71.0% | $167,490-67.8% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 17.25% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $537 | $5,873-90.9% | $5,167-89.6% | $4,837-88.9% |
| Participant deferral / active EE | $4,813 | $6,356-24.3% | $5,568-13.6% | $6,341-24.1% |
| Admin fee / account holder | $205 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |