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 | $46,330 | $180,449-74.3% | $154,107-69.9% | $135,375-65.8% |
| Participation rate | 13.0% | 87.4%-74.4pp | 83.0%-70.0pp | 82.6%-69.6pp |
| Annual return | -7.81% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $312 | $6,035-94.8% | $5,298-94.1% | $4,779-93.5% |
| Participant deferral / active EE | $2,150 | $5,806-63.0% | $5,081-57.7% | $5,609-61.7% |
| Admin fee / account holder | $288 | $16,143-98.2% | $13,411-97.9% | $10,827-97.3% |