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 | $81,939 | $91,538-10.5% | $129,995-37.0% | $75,163+9.0% |
| Participation rate | 30.6% | 71.4%-40.9pp | 78.5%-47.9pp | 67.2%-36.6pp |
| Annual return | 14.69% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $286 | $2,845-90.0% | $4,320-93.4% | $2,670-89.3% |
| Participant deferral / active EE | $2,095 | $4,341-51.7% | $5,820-64.0% | $4,125-49.2% |
| Admin fee / account holder | $26 | $6,790-99.6% | $10,614-99.8% | $5,651-99.5% |