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 | $104,995 | $127,386-17.6% | $115,037-8.7% | $125,391-16.3% |
| Participation rate | 31.8% | 84.2%-52.3pp | 81.4%-49.5pp | 83.2%-51.4pp |
| Annual return | -0.31% | 31.28%-31.6pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $814 | $5,166-84.2% | $4,608-82.3% | $4,866-83.3% |
| Participant deferral / active EE | $2,824 | $6,423-56.0% | $6,026-53.1% | $5,352-47.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |