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 | $72,558 | $180,449-59.8% | $154,107-52.9% | $135,375-46.4% |
| Participation rate | 47.1% | 87.4%-40.4pp | 83.0%-36.0pp | 82.6%-35.6pp |
| Annual return | -6.38% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $972 | $6,035-83.9% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $4,521 | $5,806-22.1% | $5,081-11.0% | $5,609-19.4% |
| Admin fee / account holder | $102 | $16,143-99.4% | $13,411-99.2% | $10,827-99.1% |