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 | $13,597 | $45,863-70.4% | $77,024-82.3% | $68,494-80.1% |
| Participation rate | 61.3% | 55.9%+5.4pp | 67.9%-6.6pp | 67.9%-6.6pp |
| Annual return | -19.18% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,640 | $2,962+22.9% | $4,426-17.8% | $4,027-9.6% |
| Admin fee / account holder | $174 | $3,041-94.3% | $5,425-96.8% | $5,403-96.8% |