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 | $105,907 | $168,632-37.2% | $147,614-28.3% | $125,391-15.5% |
| Participation rate | 29.4% | 88.8%-59.4pp | 84.6%-55.2pp | 83.2%-53.8pp |
| Annual return | -2.92% | 77.65%-80.6pp | 61.98%-64.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $541 | $6,252-91.3% | $5,564-90.3% | $4,866-88.9% |
| Participant deferral / active EE | $2,750 | $5,507-50.1% | $4,895-43.8% | $5,352-48.6% |
| Admin fee / account holder | $172 | $13,580-98.7% | $11,611-98.5% | $9,540-98.2% |