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 | $74,927-55.2% | $101,794-67.0% | $84,808-60.4% |
| Participation rate | 43.5% | 61.4%-17.9pp | 69.2%-25.7pp | 68.3%-24.8pp |
| Annual return | 20.95% | 18.70%+2.3pp | 30.53%-9.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $137 | $1,522-91.0% | $2,289-94.0% | $2,631-94.8% |
| Participant deferral / active EE | $3,298 | $3,099+6.4% | $4,084-19.3% | $4,212-21.7% |
| Admin fee / account holder | $43 | $6,514-99.3% | $8,777-99.5% | $7,344-99.4% |