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 | $50,658 | $96,305-47.4% | $80,569-37.1% | $139,434-63.7% |
| Participation rate | 68.2% | 73.6%-5.4pp | 67.0%+1.2pp | 80.3%-12.1pp |
| Annual return | 19.27% | 1350.08%-1330.8pp | 935.43%-916.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | -$14 | $3,262-100.4% | $2,723-100.5% | $4,751-100.3% |
| Participant deferral / active EE | $9,037 | $5,232+72.7% | $4,447+103.2% | $6,710+34.7% |
| Admin fee / account holder | $156 | $6,599-97.6% | $5,377-97.1% | $11,403-98.6% |