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 10-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 | $35,063 | $52,681-33.4% | $75,781-53.7% | $59,632-41.2% |
| Participation rate | 29.5% | 67.2%-37.7pp | 75.8%-46.3pp | 68.7%-39.2pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $325 | $2,193-85.2% | $3,323-90.2% | $2,203-85.3% |
| Participant deferral / active EE | $1,794 | $2,591-30.8% | $3,651-50.9% | $3,192-43.8% |
| Admin fee / account holder | $146 | $3,610-96.0% | $5,299-97.2% | $4,297-96.6% |