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 | $33,594 | $73,787-54.5% | $98,716-66.0% | $82,448-59.3% |
| Participation rate | 43.5% | 61.4%-17.9pp | 69.3%-25.8pp | 68.1%-24.6pp |
| Annual return | 20.95% | 18.57%+2.4pp | 31.81%-10.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $137 | $1,511-90.9% | $2,279-94.0% | $2,551-94.6% |
| Participant deferral / active EE | $3,298 | $3,081+7.0% | $4,048-18.5% | $4,139-20.3% |
| Admin fee / account holder | $43 | $6,500-99.3% | $8,703-99.5% | $7,234-99.4% |