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 | $139,622 | $138,065+1.1% | $123,544+13.0% | $135,375+3.1% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -7.32% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $311 | $5,151-94.0% | $4,628-93.3% | $4,779-93.5% |
| Participant deferral / active EE | $2,752 | $6,799-59.5% | $6,426-57.2% | $5,609-50.9% |
| Admin fee / account holder | $254 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |