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 | $94,208 | $171,865-45.2% | $149,718-37.1% | $147,584-36.2% |
| Participation rate | 68.8% | 88.2%-19.4pp | 87.1%-18.3pp | 82.8%-14.1pp |
| Annual return | 12.81% | 2113.22%-2100.4pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,733 | $7,271+75.1% | $6,569+93.8% | $5,439+134.1% |
| Admin fee / account holder | $16 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |