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 | $63,291 | $131,829-52.0% | $108,579-41.7% | $273,961-76.9% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 4.76% | -91.57%+96.3pp | -51.70%+56.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,213 | $5,127+21.2% | $4,311+44.1% | $5,287+17.5% |
| Admin fee / account holder | $94 | $10,252-99.1% | $7,645-98.8% | $10,132-99.1% |