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 | $173,272 | $211,958-18.3% | $169,463+2.2% | $135,375+28.0% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -7.65% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,130 | $6,075-48.5% | $5,277-40.7% | $5,609-44.2% |
| Admin fee / account holder | $143 | $11,471-98.8% | $9,109-98.4% | $10,827-98.7% |