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 | $22,814 | $67,331-66.1% | $60,874-62.5% | $134,475-83.0% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | -17.68% | 49.93%-67.6pp | 16.90%-34.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,822 | $4,538-59.9% | $3,817-52.3% | $6,400-71.5% |
| Admin fee / account holder | $15 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |