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 | $23,261 | $100,852-76.9% | $90,404-74.3% | $158,922-85.4% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.7%-33.8pp | 82.0%-43.1pp |
| Annual return | 19.28% | 1724.20%-1704.9pp | 1293.02%-1273.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,520 | $4,348-42.1% | $3,963-36.4% | $5,982-57.9% |
| Admin fee / account holder | $7 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |