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 | $71,453 | $39,162+82.5% | $100,671-29.0% | $59,632+19.8% |
| Participation rate | 21.4% | 55.9%-34.4pp | 70.7%-49.3pp | 68.7%-47.2pp |
| Annual return | -2.53% | 21.07%-23.6pp | 20.43%-23.0pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,209 | $1,992-39.3% | $3,144-61.5% | $3,192-62.1% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |