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 | $25,568 | $167,484-84.7% | $151,611-83.1% | $134,475-81.0% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -19.04% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,160 | $6,829-83.0% | $6,166-81.2% | $4,740-75.5% |
| Participant deferral / active EE | $5,376 | $8,986-40.2% | $8,363-35.7% | $6,400-16.0% |
| Admin fee / account holder | $98 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |