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 | $105,467 | $110,094-4.2% | $151,611-30.4% | $68,494+54.0% |
| Participation rate | 64.0% | 84.0%-20.0pp | 87.5%-23.5pp | 67.9%-3.9pp |
| Annual return | -15.92% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,105 | $4,471-75.3% | $6,166-82.1% | $2,596-57.4% |
| Participant deferral / active EE | $11,969 | $6,527+83.4% | $8,363+43.1% | $4,027+197.2% |
| Admin fee / account holder | $77 | $7,719-99.0% | $11,616-99.3% | $5,403-98.6% |