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 | $167,412 | $76,738+118.2% | $56,411+196.8% | $145,922+14.7% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 14.71% | 2994.23%-2979.5pp | 1701.33%-1686.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,356 | $2,623+142.3% | $1,952+225.6% | $6,688-5.0% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |