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 | $74,661 | $138,065-45.9% | $123,544-39.6% | $135,375-44.8% |
| Participation rate | 23.1% | 84.7%-61.7pp | 82.3%-59.2pp | 82.6%-59.6pp |
| Annual return | -5.92% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $721 | $5,151-86.0% | $4,628-84.4% | $4,779-84.9% |
| Participant deferral / active EE | $2,496 | $6,799-63.3% | $6,426-61.2% | $5,609-55.5% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |