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 10-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 | $49,119 | $105,998-53.7% | $92,233-46.7% | $147,584-66.7% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 135.31% | 50.05%+85.3pp | 176.28%-41.0pp | 578.55%-443.2pp |
| Employer contribution / active EE | $344 | $4,333-92.1% | $3,679-90.7% | $4,876-92.9% |
| Participant deferral / active EE | $1,378 | $4,478-69.2% | $3,897-64.6% | $5,439-74.7% |
| Admin fee / account holder | $228 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |