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 | $62,014 | $44,850+38.3% | $60,547+2.4% | $59,632+4.0% |
| Participation rate | 10.3% | 59.5%-49.1pp | 68.0%-57.6pp | 68.7%-58.3pp |
| Annual return | 0.16% | 1074.14%-1074.0pp | 335.64%-335.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $787 | $2,230-64.7% | $3,328-76.4% | $3,192-75.4% |
| Admin fee / account holder | $33 | $3,635-99.1% | $4,536-99.3% | $4,297-99.2% |