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 5-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 | $54,401 | $159,901-66.0% | $146,958-63.0% | $145,922-62.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.94% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $880 | $5,286-83.4% | $4,933-82.2% | $4,660-81.1% |
| Participant deferral / active EE | $7,867 | $8,428-6.7% | $8,070-2.5% | $6,688+17.6% |
| Admin fee / account holder | $217 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |