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 | $90,909 | $171,865-47.1% | $149,718-39.3% | $147,584-38.4% |
| Participation rate | 47.6% | 88.2%-40.6pp | 87.1%-39.4pp | 82.8%-35.2pp |
| Annual return | 18.99% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $879 | $6,275-86.0% | $5,445-83.9% | $4,876-82.0% |
| Participant deferral / active EE | $3,755 | $7,271-48.3% | $6,569-42.8% | $5,439-30.9% |
| Admin fee / account holder | $91 | $13,799-99.3% | $11,283-99.2% | $10,885-99.2% |