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 4-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 | $20,780 | $134,475-84.5% | $34,781-40.3% | $134,475-84.5% |
| Participation rate | 8.3% | 81.2%-72.9pp | 59.2%-50.9pp | 81.2%-72.9pp |
| Annual return | 0.00% | 417.96%-418.0pp | -24.95%+24.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $4,740-100.0% | $1,971-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,708 | $6,400-73.3% | $7,211-76.3% | $6,400-73.3% |
| Admin fee / account holder | $0 | $11,426-100.0% | $897-100.0% | $11,426-100.0% |