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 | $88,213 | $160,055-44.9% | $140,016-37.0% | $135,375-34.8% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -1.91% | 911.38%-913.3pp | 651.12%-653.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,413 | $7,642+10.1% | $6,927+21.4% | $5,609+50.0% |
| Admin fee / account holder | $72 | $13,328-99.5% | $10,705-99.3% | $10,827-99.3% |