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 8-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 | $0 | $45,863-100.0% | $77,024-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 55.9%-55.9pp | 67.9%-67.9pp | 67.9%-67.9pp |
| Annual return | 4.38% | 1.72%+2.7pp | 42.32%-37.9pp | -7.84%+12.2pp |
| Employer contribution / active EE | $133 | $1,650-91.9% | $2,812-95.3% | $2,596-94.9% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |