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 | $60,578 | $167,307-63.8% | $143,757-57.9% | $134,475-55.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -18.94% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,012 | $5,619-82.0% | $4,951-79.6% | $4,740-78.6% |
| Participant deferral / active EE | $4,767 | $6,446-26.0% | $5,637-15.4% | $6,400-25.5% |
| Admin fee / account holder | $150 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |