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 9-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 | $22,024 | $57,976-62.0% | $62,995-65.0% | $62,292-64.6% |
| Participation rate | 62.1% | 75.9%-13.8pp | 74.8%-12.7pp | 69.5%-7.4pp |
| Annual return | 19.22% | 17.54%+1.7pp | 87.57%-68.3pp | 28.90%-9.7pp |
| Employer contribution / active EE | $640 | $2,415-73.5% | $2,759-76.8% | $2,042-68.7% |
| Participant deferral / active EE | $1,479 | $2,956-50.0% | $3,329-55.6% | $3,169-53.3% |
| Admin fee / account holder | $288 | $276+4.3% | $3,600-92.0% | $479-40.0% |