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 8-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 | $46,708 | $81,248-42.5% | $155,509-70.0% | $80,856-42.2% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.6%-55.1pp |
| Annual return | 12.71% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $231 | $3,100-92.6% | $4,672-95.1% | $2,755-91.6% |
| Participant deferral / active EE | $933 | $3,452-73.0% | $5,626-83.4% | $4,296-78.3% |
| Admin fee / account holder | $19 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |