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 | $109,492 | $138,065-20.7% | $123,544-11.4% | $135,375-19.1% |
| Participation rate | 23.5% | 84.7%-61.2pp | 82.3%-58.8pp | 82.6%-59.1pp |
| Annual return | -5.22% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $541 | $5,151-89.5% | $4,628-88.3% | $4,779-88.7% |
| Participant deferral / active EE | $3,042 | $6,799-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $274 | $10,916-97.5% | $9,284-97.0% | $10,827-97.5% |