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 | $26,442 | $57,016-53.6% | $84,966-68.9% | $80,856-67.3% |
| Participation rate | 8.3% | 56.3%-48.0pp | 67.5%-59.2pp | 67.6%-59.3pp |
| Annual return | 22.48% | 21.66%+0.8pp | 66.38%-43.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $240 | $1,798-86.7% | $2,727-91.2% | $2,755-91.3% |
| Participant deferral / active EE | $807 | $3,110-74.0% | $4,519-82.1% | $4,296-81.2% |
| Admin fee / account holder | $209 | $4,980-95.8% | $6,149-96.6% | $6,918-97.0% |