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 3-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 | $64,358 | $88,751-27.5% | $81,812-21.3% | $145,922-55.9% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.3%-33.9pp | 80.3%-41.8pp |
| Annual return | 21.32% | 1025.40%-1004.1pp | 773.79%-752.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,663 | $4,643+0.4% | $4,319+8.0% | $6,688-30.3% |
| Admin fee / account holder | $231 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |