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 3-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 | $11,456 | $117,983-90.3% | $101,794-88.7% | $142,382-92.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 32.52% | 36.92%-4.4pp | 30.53%+2.0pp | 217.08%-184.6pp |
| Employer contribution / active EE | $421 | $2,773-84.8% | $2,289-81.6% | $4,299-90.2% |
| Participant deferral / active EE | $6,267 | $4,714+32.9% | $4,084+53.4% | $6,507-3.7% |
| Admin fee / account holder | $38 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |