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 | $68,763 | $111,754-38.5% | $103,333-33.5% | $145,922-52.9% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 12.52% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $637 | $4,212-84.9% | $3,868-83.5% | $4,660-86.3% |
| Participant deferral / active EE | $3,454 | $5,619-38.5% | $5,057-31.7% | $6,688-48.4% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |