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 | $31,975 | $167,307-80.9% | $143,757-77.8% | $134,475-76.2% |
| Participation rate | 38.9% | 84.8%-45.9pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -18.49% | 0.46%-19.0pp | -0.04%-18.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,025 | $5,619-81.8% | $4,951-79.3% | $4,740-78.4% |
| Participant deferral / active EE | $3,079 | $6,446-52.2% | $5,637-45.4% | $6,400-51.9% |
| Admin fee / account holder | $126 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |