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 | $85,701 | $105,860-19.0% | $90,749-5.6% | $134,475-36.3% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.7%-18.5pp | 81.2%-24.1pp |
| Annual return | 3.47% | -11.01%+14.5pp | -12.16%+15.6pp | 417.96%-414.5pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,729 | $5,216-28.5% | $4,564-18.3% | $6,400-41.7% |
| Admin fee / account holder | $3 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |