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 | $85,437 | $142,344-40.0% | $119,609-28.6% | $134,475-36.5% |
| Participation rate | 55.0% | 82.8%-27.8pp | 79.3%-24.3pp | 81.2%-26.2pp |
| Annual return | -16.55% | -12.44%-4.1pp | -14.97%-1.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $925 | $5,222-82.3% | $4,232-78.1% | $4,740-80.5% |
| Participant deferral / active EE | $3,452 | $6,469-46.6% | $5,602-38.4% | $6,400-46.1% |
| Admin fee / account holder | $300 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |