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 9-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 | $22,366 | $97,757-77.1% | $83,848-73.3% | $135,375-83.5% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -2.48% | 1287.37%-1289.8pp | 850.88%-853.4pp | 519.73%-522.2pp |
| Employer contribution / active EE | $515 | $4,222-87.8% | $3,631-85.8% | $4,779-89.2% |
| Participant deferral / active EE | $2,059 | $4,682-56.0% | $4,082-49.6% | $5,609-63.3% |
| Admin fee / account holder | $156 | $6,674-97.7% | $5,478-97.2% | $10,827-98.6% |