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 9-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 | $23,128 | $127,100-81.8% | $105,738-78.1% | $135,375-82.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -8.28% | 4.49%-12.8pp | 6.27%-14.6pp | 519.73%-528.0pp |
| Employer contribution / active EE | $319 | $4,107-92.2% | $3,268-90.2% | $4,779-93.3% |
| Participant deferral / active EE | $3,759 | $5,064-25.8% | $4,080-7.9% | $5,609-33.0% |
| Admin fee / account holder | $186 | $9,087-98.0% | $6,913-97.3% | $10,827-98.3% |