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 | $38,344 | $93,024-58.8% | $77,024-50.2% | $134,475-71.5% |
| Participation rate | 41.2% | 74.5%-33.3pp | 67.9%-26.7pp | 81.2%-40.0pp |
| Annual return | -5.66% | 62.60%-68.3pp | 42.32%-48.0pp | 417.96%-423.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,581 | $5,238+6.6% | $4,426+26.1% | $6,400-12.8% |
| Admin fee / account holder | $160 | $6,944-97.7% | $5,425-97.0% | $11,426-98.6% |