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 | $19,618 | $87,540-77.6% | $75,781-74.1% | $125,391-84.4% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -0.07% | 13.48%-13.6pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $370 | $3,930-90.6% | $3,323-88.9% | $4,866-92.4% |
| Participant deferral / active EE | $1,957 | $4,229-53.7% | $3,651-46.4% | $5,352-63.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |