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 5-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 | $65,831 | $138,044-52.3% | $125,339-47.5% | $134,475-51.0% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.0pp |
| Annual return | -15.88% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $536 | $5,243-89.8% | $4,814-88.9% | $4,740-88.7% |
| Participant deferral / active EE | $3,352 | $7,799-57.0% | $7,446-55.0% | $6,400-47.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |