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 4-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 | $11,988 | $59,101-79.7% | $77,163-84.5% | $75,163-84.1% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.6%-36.2pp | 67.2%-33.9pp |
| Annual return | 38.21% | 26.71%+11.5pp | 37.87%+0.3pp | 160.62%-122.4pp |
| Employer contribution / active EE | $128 | $1,995-93.6% | $2,535-95.0% | $2,670-95.2% |
| Participant deferral / active EE | $2,245 | $2,999-25.1% | $3,833-41.4% | $4,125-45.6% |
| Admin fee / account holder | $32 | $4,774-99.3% | $5,472-99.4% | $5,651-99.4% |