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 | $70,756-49.5% | $65,493-45.4% | $142,382-74.9% |
| Participation rate | 53.8% | 77.4%-23.5pp | 73.1%-19.2pp | 80.1%-26.3pp |
| Annual return | 77.10% | 1754.89%-1677.8pp | 982.45%-905.3pp | 217.08%-140.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,123 | $4,637-32.6% | $3,961-21.1% | $6,507-52.0% |
| Admin fee / account holder | $173 | $6,559-97.4% | $5,028-96.6% | $12,624-98.6% |