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 | $28,409 | $57,354-50.5% | $83,848-66.1% | $64,186-55.7% |
| Participation rate | 45.8% | 68.6%-22.8pp | 76.1%-30.4pp | 69.6%-23.8pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $504 | $2,545-80.2% | $3,631-86.1% | $2,381-78.8% |
| Participant deferral / active EE | $1,716 | $2,993-42.7% | $4,082-58.0% | $3,470-50.6% |
| Admin fee / account holder | $58 | $4,046-98.6% | $5,478-98.9% | $4,888-98.8% |