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 | $30,622 | $76,000-59.7% | $154,107-80.1% | $64,186-52.3% |
| Participation rate | 47.5% | 70.4%-22.9pp | 83.0%-35.5pp | 69.6%-22.1pp |
| Annual return | -4.44% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $314 | $3,351-90.6% | $5,298-94.1% | $2,381-86.8% |
| Participant deferral / active EE | $953 | $3,175-70.0% | $5,081-81.2% | $3,470-72.5% |
| Admin fee / account holder | $246 | $5,596-95.6% | $13,411-98.2% | $4,888-95.0% |