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 | $103,478 | $180,449-42.7% | $154,107-32.9% | $135,375-23.6% |
| Participation rate | 35.7% | 87.4%-51.7pp | 83.0%-47.3pp | 82.6%-46.9pp |
| Annual return | -6.78% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,216 | $6,035-79.9% | $5,298-77.1% | $4,779-74.6% |
| Participant deferral / active EE | $3,389 | $5,806-41.6% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $155 | $16,143-99.0% | $13,411-98.8% | $10,827-98.6% |