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 6-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 | $18,216 | $95,971-81.0% | $74,550-75.6% | $135,375-86.5% |
| Participation rate | 9.5% | 75.7%-66.1pp | 69.1%-59.6pp | 82.6%-73.1pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $81 | $2,716-97.0% | $1,961-95.9% | $4,779-98.3% |
| Participant deferral / active EE | $1,721 | $3,843-55.2% | $3,108-44.6% | $5,609-69.3% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |