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 | $35,479 | $72,404-51.0% | $110,238-67.8% | $64,186-44.7% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.2pp |
| Annual return | 7.54% | -6.29%+13.8pp | 314.74%-307.2pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,037 | $3,469-41.3% | $4,672-56.4% | $3,470-41.3% |
| Admin fee / account holder | $135 | $5,664-97.6% | $8,547-98.4% | $4,888-97.2% |