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 4-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 | $61,161 | $106,115-42.4% | $85,969-28.9% | $125,391-51.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 76.5%-16.5pp | 83.2%-23.2pp |
| Annual return | -1.07% | 13.93%-15.0pp | 9.32%-10.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $504 | $4,537-88.9% | $3,474-85.5% | $4,866-89.7% |
| Participant deferral / active EE | $2,427 | $4,859-50.1% | $3,829-36.6% | $5,352-54.7% |
| Admin fee / account holder | $109 | $8,144-98.7% | $6,053-98.2% | $9,540-98.9% |