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 | $40,589 | $59,805-32.1% | $79,550-49.0% | $68,494-40.7% |
| Participation rate | 22.5% | 61.1%-38.6pp | 69.5%-47.0pp | 67.9%-45.4pp |
| Annual return | -14.77% | -12.30%-2.5pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,136 | $3,024-29.4% | $3,985-46.4% | $4,027-47.0% |
| Admin fee / account holder | $77 | $4,835-98.4% | $6,832-98.9% | $5,403-98.6% |