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 | $32,384 | $86,699-62.6% | $73,307-55.8% | $125,391-74.2% |
| Participation rate | 64.7% | 78.6%-13.9pp | 74.9%-10.2pp | 83.2%-18.5pp |
| Annual return | -0.95% | 2.78%-3.7pp | 5.67%-6.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $242 | $4,152-94.2% | $3,237-92.5% | $4,866-95.0% |
| Participant deferral / active EE | $1,875 | $5,550-66.2% | $4,991-62.4% | $5,352-65.0% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |