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 | $113,375 | $138,065-17.9% | $123,544-8.2% | $135,375-16.3% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | 0.75% | 153.68%-152.9pp | 119.20%-118.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $302 | $5,151-94.1% | $4,628-93.5% | $4,779-93.7% |
| Participant deferral / active EE | $2,671 | $6,799-60.7% | $6,426-58.4% | $5,609-52.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |