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 | $187,575 | $209,411-10.4% | $178,490+5.1% | $158,922+18.0% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 19.38% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,011 | $5,706-82.3% | $5,011-79.8% | $4,761-78.8% |
| Participant deferral / active EE | $3,658 | $5,954-38.6% | $5,202-29.7% | $5,982-38.8% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |