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 | $32,257 | $76,000-57.6% | $154,107-79.1% | $64,186-49.7% |
| Participation rate | 67.9% | 70.4%-2.6pp | 83.0%-15.2pp | 69.6%-1.7pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $21 | $3,351-99.4% | $5,298-99.6% | $2,381-99.1% |
| Participant deferral / active EE | $2,198 | $3,175-30.8% | $5,081-56.7% | $3,470-36.7% |
| Admin fee / account holder | $239 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |