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 6-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 | $40,591 | $109,413-62.9% | $156,263-74.0% | $84,808-52.1% |
| Participation rate | 44.4% | 72.7%-28.2pp | 78.9%-34.5pp | 68.3%-23.9pp |
| Annual return | 16.63% | 20.18%-3.6pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $765 | $2,907-73.7% | $4,333-82.4% | $2,631-70.9% |
| Participant deferral / active EE | $2,925 | $4,590-36.3% | $6,158-52.5% | $4,212-30.5% |
| Admin fee / account holder | $1 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |