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 | $55,967 | $185,822-69.9% | $169,993-67.1% | $139,434-59.9% |
| Participation rate | 16.7% | 87.8%-71.1pp | 87.0%-70.3pp | 80.3%-63.7pp |
| Annual return | 24.18% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $917 | $7,590-87.9% | $6,785-86.5% | $4,751-80.7% |
| Participant deferral / active EE | $5,000 | $11,622-57.0% | $10,408-52.0% | $6,710-25.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |