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 | $39,474 | $138,065-71.4% | $123,544-68.0% | $135,375-70.8% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -3.46% | 153.68%-157.1pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $514 | $5,151-90.0% | $4,628-88.9% | $4,779-89.2% |
| Participant deferral / active EE | $5,286 | $6,799-22.3% | $6,426-17.7% | $5,609-5.8% |
| Admin fee / account holder | $8 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |