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 9-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 | $21,656 | $97,757-77.8% | $83,848-74.2% | $135,375-84.0% |
| Participation rate | 40.9% | 80.0%-39.0pp | 76.1%-35.2pp | 82.6%-41.7pp |
| Annual return | -7.82% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $502 | $4,222-88.1% | $3,631-86.2% | $4,779-89.5% |
| Participant deferral / active EE | $1,694 | $4,682-63.8% | $4,082-58.5% | $5,609-69.8% |
| Admin fee / account holder | $180 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |