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 | $61,060 | $131,829-53.7% | $108,579-43.8% | $273,961-77.7% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.6%-21.7pp | 83.0%-25.1pp |
| Annual return | 10.96% | -91.57%+102.5pp | -51.70%+62.7pp | 41.45%-30.5pp |
| Employer contribution / active EE | $657 | $4,912-86.6% | $3,758-82.5% | $4,869-86.5% |
| Participant deferral / active EE | $2,185 | $5,127-57.4% | $4,311-49.3% | $5,287-58.7% |
| Admin fee / account holder | $155 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |