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 | $70,828 | $202,432-65.0% | $169,368-58.2% | $139,434-49.2% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 34.01% | 531.74%-497.7pp | 405.60%-371.6pp | 372.94%-338.9pp |
| Employer contribution / active EE | $192 | $4,692-95.9% | $4,013-95.2% | $4,751-96.0% |
| Participant deferral / active EE | $4,320 | $6,938-37.7% | $6,221-30.6% | $6,710-35.6% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |