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 | $94,846 | $202,318-53.1% | $172,739-45.1% | $152,861-38.0% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.4%-60.2pp |
| Annual return | 27.00% | 1029.65%-1002.7pp | 802.84%-775.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $921 | $5,856-84.3% | $5,143-82.1% | $4,762-80.7% |
| Participant deferral / active EE | $4,191 | $5,948-29.5% | $5,198-19.4% | $5,850-28.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |