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 8-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 | $38,198 | $190,805-80.0% | $159,960-76.1% | $134,475-71.6% |
| Participation rate | 21.1% | 81.9%-60.9pp | 78.0%-56.9pp | 81.2%-60.2pp |
| Annual return | -19.53% | 552.23%-571.8pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $304 | $4,995-93.9% | $4,226-92.8% | $4,740-93.6% |
| Participant deferral / active EE | $1,914 | $6,923-72.4% | $6,182-69.0% | $6,400-70.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |