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 5-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 | $27,932 | $154,228-81.9% | $145,433-80.8% | $137,256-79.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.45% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $574 | $4,804-88.1% | $4,554-87.4% | $4,156-86.2% |
| Participant deferral / active EE | $2,972 | $8,216-63.8% | $7,897-62.4% | $6,407-53.6% |
| Admin fee / account holder | $147 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |