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 | $107,905 | $138,065-21.8% | $123,544-12.7% | $135,375-20.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -1.57% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $385 | $5,151-92.5% | $4,628-91.7% | $4,779-91.9% |
| Participant deferral / active EE | $8,400 | $6,799+23.5% | $6,426+30.7% | $5,609+49.8% |
| Admin fee / account holder | $277 | $10,916-97.5% | $9,284-97.0% | $10,827-97.4% |