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 | $40,404 | $43,327-6.7% | $59,878-32.5% | $64,186-37.1% |
| Participation rate | 30.5% | 69.2%-38.7pp | 74.7%-44.2pp | 69.6%-39.1pp |
| Annual return | -6.65% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $111 | $2,028-94.5% | $2,722-95.9% | $2,381-95.3% |
| Participant deferral / active EE | $1,157 | $2,546-54.6% | $3,402-66.0% | $3,470-66.7% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |