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 | $34,410 | $72,177-52.3% | $115,037-70.1% | $59,632-42.3% |
| Participation rate | 41.5% | 72.6%-31.0pp | 81.4%-39.8pp | 68.7%-27.1pp |
| Annual return | 0.73% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $194 | $2,841-93.2% | $4,608-95.8% | $2,203-91.2% |
| Participant deferral / active EE | $2,013 | $4,783-57.9% | $6,026-66.6% | $3,192-36.9% |
| Admin fee / account holder | $37 | $4,927-99.2% | $8,175-99.5% | $4,297-99.1% |