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 | $17,637 | $91,190-80.7% | $178,490-90.1% | $79,858-77.9% |
| Participation rate | 26.2% | 69.2%-43.0pp | 81.9%-55.7pp | 69.6%-43.4pp |
| Annual return | 26.47% | 24.19%+2.3pp | 151.07%-124.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $212 | $3,256-93.5% | $5,011-95.8% | $2,471-91.4% |
| Participant deferral / active EE | $1,382 | $3,236-57.3% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $69 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |