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 4-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 | $23,320 | $112,729-79.3% | $98,716-76.4% | $137,256-83.0% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.3%-30.8pp | 80.0%-41.5pp |
| Annual return | 18.07% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $289 | $2,725-89.4% | $2,279-87.3% | $4,156-93.1% |
| Participant deferral / active EE | $2,598 | $4,640-44.0% | $4,048-35.8% | $6,407-59.5% |
| Admin fee / account holder | $78 | $10,129-99.2% | $8,703-99.1% | $12,270-99.4% |