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 10-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 | $17,303 | $40,256-57.0% | $57,343-69.8% | $59,632-71.0% |
| Participation rate | 30.2% | 69.2%-38.9pp | 75.1%-44.9pp | 68.7%-38.4pp |
| Annual return | -0.91% | 27.49%-28.4pp | 24.39%-25.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $84 | $1,922-95.6% | $2,689-96.9% | $2,203-96.2% |
| Participant deferral / active EE | $947 | $2,399-60.5% | $3,162-70.1% | $3,192-70.3% |
| Admin fee / account holder | $283 | $2,818-90.0% | $3,356-91.6% | $4,297-93.4% |