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 4-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 | $35,743 | $68,097-47.5% | $62,929-43.2% | $137,256-74.0% |
| Participation rate | 53.8% | 77.4%-23.6pp | 73.1%-19.3pp | 80.0%-26.1pp |
| Annual return | 77.10% | 1859.11%-1782.0pp | 1063.93%-986.8pp | 220.34%-143.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,123 | $4,553-31.4% | $3,888-19.7% | $6,407-51.2% |
| Admin fee / account holder | $173 | $6,521-97.3% | $5,065-96.6% | $12,270-98.6% |