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 | $45,918 | $133,958-65.7% | $112,228-59.1% | $134,475-65.9% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -15.81% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $56 | $4,038-98.6% | $3,635-98.5% | $4,740-98.8% |
| Participant deferral / active EE | $2,725 | $5,291-48.5% | $4,728-42.4% | $6,400-57.4% |
| Admin fee / account holder | $234 | $7,489-96.9% | $6,410-96.3% | $11,426-98.0% |