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 | $101,683 | $160,055-36.5% | $140,016-27.4% | $135,375-24.9% |
| Participation rate | 28.6% | 88.5%-59.9pp | 87.5%-58.9pp | 82.6%-54.1pp |
| Annual return | -0.66% | 911.38%-912.0pp | 651.12%-651.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,768 | $7,642-63.8% | $6,927-60.0% | $5,609-50.7% |
| Admin fee / account holder | $258 | $13,328-98.1% | $10,705-97.6% | $10,827-97.6% |