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 | $34,805 | $108,825-68.0% | $156,181-77.7% | $82,448-57.8% |
| Participation rate | 46.7% | 72.4%-25.7pp | 78.8%-32.2pp | 68.1%-21.4pp |
| Annual return | 15.76% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,326 | $4,577-49.2% | $6,132-62.1% | $4,139-43.8% |
| Admin fee / account holder | $5 | $9,341-99.9% | $14,586-100.0% | $7,234-99.9% |