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 | $28,124 | $131,829-78.7% | $108,579-74.1% | $273,961-89.7% |
| Participation rate | 12.5% | 83.5%-71.0pp | 79.6%-67.1pp | 83.0%-70.5pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $364 | $4,912-92.6% | $3,758-90.3% | $4,869-92.5% |
| Participant deferral / active EE | $3,000 | $5,127-41.5% | $4,311-30.4% | $5,287-43.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |