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 | $69,827 | $131,829-47.0% | $108,579-35.7% | $273,961-74.5% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 11.56% | -91.57%+103.1pp | -51.70%+63.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $722 | $4,912-85.3% | $3,758-80.8% | $4,869-85.2% |
| Participant deferral / active EE | $3,109 | $5,127-39.4% | $4,311-27.9% | $5,287-41.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |