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 | $32,893 | $127,065-74.1% | $113,168-70.9% | $142,382-76.9% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 77.86% | 24.03%+53.8pp | 24.27%+53.6pp | 217.08%-139.2pp |
| Employer contribution / active EE | $354 | $3,442-89.7% | $2,975-88.1% | $4,299-91.8% |
| Participant deferral / active EE | $6,467 | $5,716+13.1% | $5,107+26.6% | $6,507-0.6% |
| Admin fee / account holder | $81 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |