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 8-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 | $100,271 | $168,632-40.5% | $147,614-32.1% | $125,391-20.0% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.70% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $998 | $6,252-84.0% | $5,564-82.1% | $4,866-79.5% |
| Participant deferral / active EE | $5,756 | $5,507+4.5% | $4,895+17.6% | $5,352+7.6% |
| Admin fee / account holder | $43 | $13,580-99.7% | $11,611-99.6% | $9,540-99.6% |