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 | $145,644 | $180,449-19.3% | $154,107-5.5% | $135,375+7.6% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -4.19% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $800 | $6,035-86.7% | $5,298-84.9% | $4,779-83.3% |
| Participant deferral / active EE | $10,500 | $5,806+80.8% | $5,081+106.7% | $5,609+87.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |