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 | $19,189 | $49,227-61.0% | $70,449-72.8% | $79,858-76.0% |
| Participation rate | 40.7% | 69.2%-28.4pp | 75.1%-34.3pp | 69.6%-28.9pp |
| Annual return | 38.54% | 30.06%+8.5pp | 109.03%-70.5pp | 31.71%+6.8pp |
| Employer contribution / active EE | $216 | $2,099-89.7% | $2,737-92.1% | $2,471-91.3% |
| Participant deferral / active EE | $3,043 | $2,768+9.9% | $3,709-17.9% | $3,740-18.6% |
| Admin fee / account holder | $118 | $2,878-95.9% | $3,845-96.9% | $5,306-97.8% |