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 | $61,526 | $60,022+2.5% | $88,946-30.8% | $84,808-27.5% |
| Participation rate | 41.7% | 57.8%-16.2pp | 68.8%-27.2pp | 68.3%-26.6pp |
| Annual return | 18.47% | 22.43%-4.0pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,599 | $3,114+15.6% | $4,581-21.4% | $4,212-14.5% |
| Admin fee / account holder | $122 | $4,811-97.5% | $8,261-98.5% | $7,344-98.3% |