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 6-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 | $39,939 | $89,698-55.5% | $103,476-61.4% | $80,856-50.6% |
| Participation rate | 31.0% | 76.0%-44.9pp | 80.5%-49.5pp | 67.6%-36.6pp |
| Annual return | 12.60% | 22.78%-10.2pp | 23.90%-11.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $975 | $4,018-75.7% | $4,672-79.1% | $2,755-64.6% |
| Participant deferral / active EE | $3,368 | $5,456-38.3% | $6,623-49.1% | $4,296-21.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $9,413-100.0% | $6,918-100.0% |