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 | $30,950 | $77,813-60.2% | $123,544-74.9% | $64,186-51.8% |
| Participation rate | 29.6% | 74.7%-45.1pp | 82.3%-52.7pp | 69.6%-39.9pp |
| Annual return | -7.73% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $493 | $3,014-83.6% | $4,628-89.3% | $2,381-79.3% |
| Participant deferral / active EE | $2,752 | $5,240-47.5% | $6,426-57.2% | $3,470-20.7% |
| Admin fee / account holder | $172 | $5,519-96.9% | $9,284-98.1% | $4,888-96.5% |