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 7-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 | $28,106 | $82,286-65.8% | $68,791-59.1% | $134,475-79.1% |
| Participation rate | 23.5% | 75.1%-51.5pp | 69.0%-45.5pp | 81.2%-57.7pp |
| Annual return | -19.73% | -2.19%-17.5pp | -6.38%-13.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $278 | $3,301-91.6% | $2,655-89.5% | $4,740-94.1% |
| Participant deferral / active EE | $1,790 | $4,739-62.2% | $3,941-54.6% | $6,400-72.0% |
| Admin fee / account holder | $118 | $6,481-98.2% | $4,932-97.6% | $11,426-99.0% |