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 | $43,819 | $77,976-43.8% | $81,367-46.1% | $125,391-65.1% |
| Participation rate | 33.3% | 83.3%-49.9pp | 82.3%-49.0pp | 83.2%-49.9pp |
| Annual return | -1.97% | -2.85%+0.9pp | -0.92%-1.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $563 | $4,366-87.1% | $3,930-85.7% | $4,866-88.4% |
| Participant deferral / active EE | $3,484 | $5,646-38.3% | $5,383-35.3% | $5,352-34.9% |
| Admin fee / account holder | $14 | $12,476-99.9% | $8,926-99.8% | $9,540-99.9% |