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 | $84,056 | $97,757-14.0% | $83,848+0.2% | $135,375-37.9% |
| Participation rate | 31.3% | 80.0%-48.7pp | 76.1%-44.9pp | 82.6%-51.4pp |
| Annual return | -1.85% | 1287.37%-1289.2pp | 850.88%-852.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $300 | $4,222-92.9% | $3,631-91.7% | $4,779-93.7% |
| Participant deferral / active EE | $1,451 | $4,682-69.0% | $4,082-64.5% | $5,609-74.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |