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 | $95,334 | $95,862-0.6% | $79,550+19.8% | $134,475-29.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -19.52% | -2.69%-16.8pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $373 | $3,128-88.1% | $2,413-84.6% | $4,740-92.1% |
| Participant deferral / active EE | $1,204 | $4,693-74.3% | $3,985-69.8% | $6,400-81.2% |
| Admin fee / account holder | $8 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |