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 | $131,015 | $81,900+60.0% | $119,609+9.5% | $68,494+91.3% |
| Participation rate | 25.6% | 71.9%-46.3pp | 79.3%-53.7pp | 67.9%-42.3pp |
| Annual return | -9.02% | -23.82%+14.8pp | -14.97%+5.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $341 | $2,693-87.3% | $4,232-91.9% | $2,596-86.9% |
| Participant deferral / active EE | $3,368 | $4,148-18.8% | $5,602-39.9% | $4,027-16.4% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |