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 | $54,411 | $87,540-37.8% | $75,781-28.2% | $125,391-56.6% |
| Participation rate | 20.0% | 80.2%-60.2pp | 75.8%-55.8pp | 83.2%-63.2pp |
| Annual return | -0.97% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $443 | $3,930-88.7% | $3,323-86.7% | $4,866-90.9% |
| Participant deferral / active EE | $1,342 | $4,229-68.3% | $3,651-63.3% | $5,352-74.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |