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 | $9,883 | $73,867-86.6% | $143,757-93.1% | $68,494-85.6% |
| Participation rate | 14.0% | 66.7%-52.7pp | 80.3%-66.4pp | 67.9%-53.9pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $220 | $3,184-93.1% | $4,951-95.5% | $2,596-91.5% |
| Participant deferral / active EE | $1,228 | $3,384-63.7% | $5,637-78.2% | $4,027-69.5% |
| Admin fee / account holder | $276 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |