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 | $53,551 | $198,466-73.0% | $170,442-68.6% | $147,584-63.7% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 26.50% | 257.29%-230.8pp | 205.93%-179.4pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,109 | $6,184-82.1% | $5,433-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $5,143 | $5,629-8.6% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |