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 | $9,082 | $60,022-84.9% | $88,946-89.8% | $84,808-89.3% |
| Participation rate | 48.0% | 57.8%-9.8pp | 68.8%-20.8pp | 68.3%-20.3pp |
| Annual return | 23.03% | 22.43%+0.6pp | 57.82%-34.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $229 | $1,703-86.6% | $2,555-91.0% | $2,631-91.3% |
| Participant deferral / active EE | $1,445 | $3,114-53.6% | $4,581-68.5% | $4,212-65.7% |
| Admin fee / account holder | $108 | $4,811-97.8% | $8,261-98.7% | $7,344-98.5% |