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 | $78,700 | $86,699-9.2% | $73,307+7.4% | $125,391-37.2% |
| Participation rate | 53.3% | 78.6%-25.3pp | 74.9%-21.6pp | 83.2%-29.9pp |
| Annual return | 0.11% | 2.78%-2.7pp | 5.67%-5.6pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,597 | $5,550+0.8% | $4,991+12.1% | $5,352+4.6% |
| Admin fee / account holder | $33 | $7,771-99.6% | $5,637-99.4% | $9,540-99.7% |