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 | $64,372 | $135,635-52.5% | $110,238-41.6% | $135,375-52.4% |
| Participation rate | 52.4% | 83.5%-31.1pp | 79.8%-27.4pp | 82.6%-30.3pp |
| Annual return | -5.61% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,321 | $5,506-39.7% | $4,672-28.9% | $5,609-40.8% |
| Admin fee / account holder | $280 | $11,457-97.6% | $8,547-96.7% | $10,827-97.4% |