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 | $10,357 | $32,117-67.8% | $71,086-85.4% | $64,186-83.9% |
| Participation rate | 37.0% | 42.7%-5.7pp | 54.7%-17.7pp | 69.6%-32.6pp |
| Annual return | -8.11% | -5.57%-2.5pp | 650.59%-658.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $79 | $712-88.9% | $1,088-92.7% | $2,381-96.7% |
| Participant deferral / active EE | $472 | $1,263-62.6% | $1,874-74.8% | $3,470-86.4% |
| Admin fee / account holder | $239 | $2,759-91.4% | $3,082-92.3% | $4,888-95.1% |