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 | $15,216 | $27,641-44.9% | $61,373-75.2% | $68,494-77.8% |
| Participation rate | 15.0% | 39.5%-24.5pp | 52.6%-37.6pp | 67.9%-52.9pp |
| Annual return | -18.64% | -13.24%-5.4pp | 338.61%-357.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $739 | $1,263-41.5% | $2,125-65.2% | $4,027-81.7% |
| Admin fee / account holder | $181 | $2,010-91.0% | $2,130-91.5% | $5,403-96.6% |