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 | $87,166 | $105,860-17.7% | $90,749-3.9% | $134,475-35.2% |
| Participation rate | 38.9% | 78.2%-39.4pp | 75.7%-36.8pp | 81.2%-42.3pp |
| Annual return | -17.77% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $577 | $3,462-83.3% | $2,921-80.2% | $4,740-87.8% |
| Participant deferral / active EE | $2,360 | $5,216-54.7% | $4,564-48.3% | $6,400-63.1% |
| Admin fee / account holder | $139 | $13,938-99.0% | $8,445-98.4% | $11,426-98.8% |