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 7-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 | $44,508 | $70,475-36.8% | $100,516-55.7% | $79,858-44.3% |
| Participation rate | 65.0% | 73.7%-8.7pp | 79.4%-14.4pp | 69.6%-4.6pp |
| Annual return | 20.59% | 21.90%-1.3pp | 30.89%-10.3pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,452 | $5,181-52.7% | $6,270-60.9% | $3,740-34.5% |
| Admin fee / account holder | $284 | $4,478-93.6% | $8,081-96.5% | $5,306-94.6% |