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 | $27,397 | $175,202-84.4% | $149,673-81.7% | $139,434-80.4% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 314.13% | 166.71%+147.4pp | 134.42%+179.7pp | 372.94%-58.8pp |
| Employer contribution / active EE | $1,067 | $5,474-80.5% | $4,818-77.9% | $4,751-77.5% |
| Participant deferral / active EE | $3,979 | $6,519-39.0% | $5,680-30.0% | $6,710-40.7% |
| Admin fee / account holder | $43 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |