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 | $12,298 | $25,979-52.7% | $71,735-82.9% | $68,494-82.0% |
| Participation rate | 41.3% | 54.5%-13.2pp | 62.3%-21.0pp | 67.9%-26.6pp |
| Annual return | -9.10% | -15.10%+6.0pp | 9.14%-18.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $46 | $900-94.9% | $1,704-97.3% | $2,596-98.2% |
| Participant deferral / active EE | $1,703 | $1,522+11.9% | $2,658-35.9% | $4,027-57.7% |
| Admin fee / account holder | $299 | $2,022-85.2% | $3,974-92.5% | $5,403-94.5% |