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 | $38,575 | $70,587-45.4% | $124,672-69.1% | $85,850-55.1% |
| Participation rate | 48.1% | 64.4%-16.3pp | 74.6%-26.5pp | 69.3%-21.2pp |
| Annual return | 14.16% | 20688.83%-20674.7pp | 5142.93%-5128.8pp | 318.53%-304.4pp |
| Employer contribution / active EE | $324 | $1,913-83.1% | $3,324-90.3% | $2,565-87.4% |
| Participant deferral / active EE | $1,142 | $2,969-61.5% | $4,614-75.3% | $3,952-71.1% |
| Admin fee / account holder | $30 | $5,282-99.4% | $7,493-99.6% | $6,260-99.5% |