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 6-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 | $33,167 | $209,832-84.2% | $189,513-82.5% | $167,490-80.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 42.26% | 748.27%-706.0pp | 555.15%-512.9pp | 478.56%-436.3pp |
| Employer contribution / active EE | $816 | $6,914-88.2% | $6,162-86.8% | $4,837-83.1% |
| Participant deferral / active EE | $13,347 | $8,935+49.4% | $8,221+62.3% | $6,341+110.5% |
| Admin fee / account holder | $90 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |