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 | $20,473 | $62,573-67.3% | $85,682-76.1% | $85,850-76.2% |
| Participation rate | 49.1% | 61.1%-12.0pp | 69.9%-20.8pp | 69.3%-20.2pp |
| Annual return | 22.75% | 23.77%-1.0pp | 21.49%+1.3pp | 318.53%-295.8pp |
| Employer contribution / active EE | $195 | $1,757-88.9% | $2,618-92.6% | $2,565-92.4% |
| Participant deferral / active EE | $1,472 | $2,802-47.5% | $3,923-62.5% | $3,952-62.7% |
| Admin fee / account holder | $222 | $4,640-95.2% | $6,873-96.8% | $6,260-96.5% |