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 | $56,039 | $114,047-50.9% | $96,139-41.7% | $167,490-66.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 68.4%-48.4pp | 82.1%-62.1pp |
| Annual return | 43.74% | 189.88%-146.1pp | 191.94%-148.2pp | 478.56%-434.8pp |
| Employer contribution / active EE | $182 | $3,427-94.7% | $2,797-93.5% | $4,837-96.2% |
| Participant deferral / active EE | $3,900 | $5,194-24.9% | $4,349-10.3% | $6,341-38.5% |
| Admin fee / account holder | $82 | $6,897-98.8% | $5,537-98.5% | $12,309-99.3% |