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 | $38,524 | $54,726-29.6% | $68,793-44.0% | $64,186-40.0% |
| Participation rate | 28.6% | 68.0%-39.5pp | 72.2%-43.7pp | 69.6%-41.0pp |
| Annual return | -5.26% | -1.62%-3.6pp | -4.63%-0.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $312 | $1,846-83.1% | $2,625-88.1% | $2,381-86.9% |
| Participant deferral / active EE | $1,532 | $2,626-41.7% | $3,311-53.7% | $3,470-55.8% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |