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 | $26,144 | $127,386-79.5% | $115,037-77.3% | $125,391-79.2% |
| Participation rate | 26.1% | 84.2%-58.1pp | 81.4%-55.3pp | 83.2%-57.1pp |
| Annual return | 3.54% | 31.28%-27.7pp | 26.14%-22.6pp | 282.22%-278.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,480 | $6,423-45.8% | $6,026-42.3% | $5,352-35.0% |
| Admin fee / account holder | $153 | $9,516-98.4% | $8,175-98.1% | $9,540-98.4% |