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 4-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 | $26,117 | $152,509-82.9% | $117,472-77.8% | $134,475-80.6% |
| Participation rate | 35.7% | 77.1%-41.4pp | 70.6%-34.9pp | 81.2%-45.5pp |
| Annual return | 1577.50% | 52.99%+1524.5pp | 29.74%+1547.8pp | 417.96%+1159.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,611 | $4,818+16.5% | $4,070+37.8% | $6,400-12.3% |
| Admin fee / account holder | $60 | $7,004-99.1% | $5,645-98.9% | $11,426-99.5% |