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 | $140,950 | $105,860+33.1% | $90,749+55.3% | $134,475+4.8% |
| Participation rate | 28.6% | 78.2%-49.7pp | 75.7%-47.1pp | 81.2%-52.7pp |
| Annual return | -17.33% | -11.01%-6.3pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $214 | $3,462-93.8% | $2,921-92.7% | $4,740-95.5% |
| Participant deferral / active EE | $1,933 | $5,216-62.9% | $4,564-57.6% | $6,400-69.8% |
| Admin fee / account holder | $7 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |