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 | $78,970 | $48,274+63.6% | $63,517+24.3% | $59,632+32.4% |
| Participation rate | 25.0% | 66.3%-41.3pp | 71.0%-46.0pp | 68.7%-43.7pp |
| Annual return | -0.58% | -240.79%+240.2pp | -70.30%+69.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $176 | $1,586-88.9% | $2,322-92.4% | $2,203-92.0% |
| Participant deferral / active EE | $2,405 | $2,343+2.7% | $2,953-18.6% | $3,192-24.6% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,892-100.0% | $4,297-100.0% |