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 | $97,049 | $92,222+5.2% | $76,768+26.4% | $135,375-28.3% |
| Participation rate | 65.2% | 79.8%-14.5pp | 77.0%-11.7pp | 82.6%-17.4pp |
| Annual return | -6.83% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,373 | $4,509-25.2% | $3,852-12.4% | $5,609-39.9% |
| Admin fee / account holder | $258 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |