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 5-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 | $31,128 | $109,881-71.7% | $150,045-79.3% | $84,808-63.3% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 20.35% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $328 | $3,561-90.8% | $4,693-93.0% | $2,631-87.5% |
| Participant deferral / active EE | $7,229 | $6,636+8.9% | $7,997-9.6% | $4,212+71.6% |
| Admin fee / account holder | $98 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |