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 7-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 | $68,965 | $95,193-27.6% | $76,523-9.9% | $135,375-49.1% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.0%-43.0pp | 82.6%-57.6pp |
| Annual return | -8.93% | 4.85%-13.8pp | -0.27%-8.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $138 | $3,302-95.8% | $2,647-94.8% | $4,779-97.1% |
| Participant deferral / active EE | $3,115 | $4,639-32.8% | $3,835-18.8% | $5,609-44.5% |
| Admin fee / account holder | $128 | $6,249-97.9% | $4,848-97.4% | $10,827-98.8% |