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 | $24,363 | $72,177-66.2% | $115,037-78.8% | $59,632-59.1% |
| Participation rate | 24.6% | 72.6%-48.0pp | 81.4%-56.8pp | 68.7%-44.1pp |
| Annual return | -1.99% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,848 | $4,783-40.4% | $6,026-52.7% | $3,192-10.8% |
| Admin fee / account holder | $51 | $4,927-99.0% | $8,175-99.4% | $4,297-98.8% |