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 9-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 | $64,716 | $124,281-47.9% | $109,143-40.7% | $167,490-61.4% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.2pp |
| Annual return | 14.45% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $723 | $4,207-82.8% | $3,722-80.6% | $4,837-85.1% |
| Participant deferral / active EE | $4,976 | $5,255-5.3% | $4,653+6.9% | $6,341-21.5% |
| Admin fee / account holder | $55 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |