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 | $66,100 | $77,813-15.1% | $123,544-46.5% | $64,186+3.0% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -7.04% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $504 | $3,014-83.3% | $4,628-89.1% | $2,381-78.8% |
| Participant deferral / active EE | $2,803 | $5,240-46.5% | $6,426-56.4% | $3,470-19.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |