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 7-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 | $39,017 | $209,832-81.4% | $189,513-79.4% | $167,490-76.7% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 14.87% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,340 | $6,914-80.6% | $6,162-78.3% | $4,837-72.3% |
| Participant deferral / active EE | $5,024 | $8,935-43.8% | $8,221-38.9% | $6,341-20.8% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |