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 | $51,651 | $99,032-47.8% | $80,019-35.5% | $135,375-61.8% |
| Participation rate | 56.3% | 78.4%-22.1pp | 75.8%-19.6pp | 82.6%-26.4pp |
| Annual return | -7.99% | 15.39%-23.4pp | 11.22%-19.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $190 | $3,043-93.8% | $2,468-92.3% | $4,779-96.0% |
| Participant deferral / active EE | $1,471 | $4,282-65.6% | $3,686-60.1% | $5,609-73.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |