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 | $74,212 | $131,829-43.7% | $108,579-31.7% | $273,961-72.9% |
| Participation rate | 38.9% | 83.5%-44.6pp | 79.6%-40.7pp | 83.0%-44.1pp |
| Annual return | 3.62% | -91.57%+95.2pp | -51.70%+55.3pp | 41.45%-37.8pp |
| Employer contribution / active EE | $611 | $4,912-87.6% | $3,758-83.7% | $4,869-87.5% |
| Participant deferral / active EE | $3,278 | $5,127-36.1% | $4,311-24.0% | $5,287-38.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |