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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,982 | $171,865-62.2% | $149,718-56.6% | $147,584-56.0% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 21.42% | 2113.22%-2091.8pp | 1501.63%-1480.2pp | 578.55%-557.1pp |
| Employer contribution / active EE | $7,179 | $6,275+14.4% | $5,445+31.9% | $4,876+47.2% |
| Participant deferral / active EE | $3,660 | $7,271-49.7% | $6,569-44.3% | $5,439-32.7% |
| Admin fee / account holder | $21 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |