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 | $183,474 | $185,200-0.9% | $142,863+28.4% | $167,490+9.5% |
| Participation rate | 40.0% | 78.4%-38.4pp | 71.9%-31.9pp | 82.1%-42.1pp |
| Annual return | 8.57% | 8555.70%-8547.1pp | 5637.54%-5629.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,353 | $4,494+19.1% | $3,837+39.5% | $6,341-15.6% |
| Admin fee / account holder | $60 | $8,031-99.3% | $6,560-99.1% | $12,309-99.5% |