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 | $53,765 | $161,352-66.7% | $134,172-59.9% | $137,256-60.8% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 21.44% | 28.72%-7.3pp | 25.30%-3.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $697 | $4,099-83.0% | $3,420-79.6% | $4,156-83.2% |
| Participant deferral / active EE | $4,533 | $5,552-18.4% | $4,690-3.4% | $6,407-29.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |