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 | $19,108 | $85,790-77.7% | $67,313-71.6% | $135,375-85.9% |
| Participation rate | 27.3% | 76.5%-49.2pp | 69.1%-41.8pp | 82.6%-55.4pp |
| Annual return | -8.64% | -0.54%-8.1pp | -4.08%-4.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,368 | $4,651-70.6% | $3,568-61.7% | $5,609-75.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |