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 6-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 | $18,139 | $49,915-63.7% | $154,803-88.3% | $74,304-75.6% |
| Participation rate | 17.1% | 54.0%-36.9pp | 78.1%-61.0pp | 60.3%-43.3pp |
| Annual return | 19.40% | 34.06%-14.7pp | 58.88%-39.5pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $704 | $2,255-68.8% | $5,540-87.3% | $3,767-81.3% |
| Admin fee / account holder | $48 | $2,189-97.8% | $14,329-99.7% | $2,969-98.4% |