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 3-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 | $16,689 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 34.9% | 66.8%-31.9pp | 78.1%-43.2pp | 68.3%-33.4pp |
| Annual return | 18.99% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $303 | $2,761-89.0% | $4,305-93.0% | $2,631-88.5% |
| Participant deferral / active EE | $2,061 | $3,303-37.6% | $5,540-62.8% | $4,212-51.1% |
| Admin fee / account holder | $96 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |