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 8-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 | $33,162 | $49,227-32.6% | $70,449-52.9% | $79,858-58.5% |
| Participation rate | 48.5% | 69.2%-20.6pp | 75.1%-26.5pp | 69.6%-21.1pp |
| Annual return | 22.08% | 30.06%-8.0pp | 109.03%-86.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $199 | $2,099-90.5% | $2,737-92.7% | $2,471-92.0% |
| Participant deferral / active EE | $2,383 | $2,768-13.9% | $3,709-35.8% | $3,740-36.3% |
| Admin fee / account holder | $138 | $2,878-95.2% | $3,845-96.4% | $5,306-97.4% |