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 | $74,827 | $150,440-50.3% | $136,294-45.1% | $147,584-49.3% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 20.39% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $517 | $5,256-90.2% | $4,695-89.0% | $4,876-89.4% |
| Participant deferral / active EE | $2,460 | $6,630-62.9% | $6,247-60.6% | $5,439-54.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |