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 | $55,363 | $105,998-47.8% | $92,233-40.0% | $147,584-62.5% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 13.91% | 50.05%-36.1pp | 176.28%-162.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $204 | $4,333-95.3% | $3,679-94.5% | $4,876-95.8% |
| Participant deferral / active EE | $1,581 | $4,478-64.7% | $3,897-59.4% | $5,439-70.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |