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 | $53,690 | $113,935-52.9% | $94,224-43.0% | $125,391-57.2% |
| Participation rate | 47.6% | 82.9%-35.3pp | 78.8%-31.2pp | 83.2%-35.6pp |
| Annual return | -1.45% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $677 | $4,727-85.7% | $3,587-81.1% | $4,866-86.1% |
| Participant deferral / active EE | $2,256 | $5,179-56.4% | $4,320-47.8% | $5,352-57.8% |
| Admin fee / account holder | $6 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |