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 8-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 | $62,054 | $63,764-2.7% | $81,930-24.3% | $79,858-22.3% |
| Participation rate | 59.5% | 67.5%-8.0pp | 72.0%-12.5pp | 69.6%-10.2pp |
| Annual return | 17.02% | 22.66%-5.6pp | 29.49%-12.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $268 | $1,795-85.1% | $4,310-93.8% | $2,471-89.1% |
| Participant deferral / active EE | $1,791 | $2,780-35.6% | $7,107-74.8% | $3,740-52.1% |
| Admin fee / account holder | $115 | $4,426-97.4% | $5,158-97.8% | $5,306-97.8% |