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 | $71,879 | $97,044-25.9% | $83,333-13.7% | $135,375-46.9% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -5.51% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,881 | $5,964+65.7% | $5,565+77.5% | $5,609+76.2% |
| Admin fee / account holder | $16 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |