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 | $35,726 | $138,065-74.1% | $123,544-71.1% | $135,375-73.6% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -6.31% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $876 | $5,151-83.0% | $4,628-81.1% | $4,779-81.7% |
| Participant deferral / active EE | $3,960 | $6,799-41.8% | $6,426-38.4% | $5,609-29.4% |
| Admin fee / account holder | $266 | $10,916-97.6% | $9,284-97.1% | $10,827-97.5% |