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 9-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 | $131,375 | $168,632-22.1% | $147,614-11.0% | $125,391+4.8% |
| Participation rate | 37.5% | 88.8%-51.3pp | 84.6%-47.1pp | 83.2%-45.7pp |
| Annual return | -0.94% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $531 | $6,252-91.5% | $5,564-90.5% | $4,866-89.1% |
| Participant deferral / active EE | $3,351 | $5,507-39.1% | $4,895-31.5% | $5,352-37.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |