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 | $45,872 | $160,055-71.3% | $140,016-67.2% | $135,375-66.1% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -7.81% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $598 | $6,420-90.7% | $5,606-89.3% | $4,779-87.5% |
| Participant deferral / active EE | $2,826 | $7,642-63.0% | $6,927-59.2% | $5,609-49.6% |
| Admin fee / account holder | $276 | $13,328-97.9% | $10,705-97.4% | $10,827-97.4% |