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 6-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 | $205,348 | $96,305+113.2% | $80,569+154.9% | $139,434+47.3% |
| Participation rate | 30.8% | 73.6%-42.9pp | 67.0%-36.2pp | 80.3%-49.5pp |
| Annual return | 22.19% | 1350.08%-1327.9pp | 935.43%-913.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $78 | $3,262-97.6% | $2,723-97.1% | $4,751-98.3% |
| Participant deferral / active EE | $3,055 | $5,232-41.6% | $4,447-31.3% | $6,710-54.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |