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 | $11,901 | $76,407-84.4% | $150,298-92.1% | $82,448-85.6% |
| Participation rate | 35.1% | 66.4%-31.3pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 17.10% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,051 | $3,214-67.3% | $5,453-80.7% | $4,139-74.6% |
| Admin fee / account holder | $65 | $6,352-99.0% | $14,116-99.5% | $7,234-99.1% |