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 | $40,921 | $227,553-82.0% | $189,557-78.4% | $167,490-75.6% |
| Participation rate | 22.2% | 82.5%-60.3pp | 78.4%-56.2pp | 82.1%-59.9pp |
| Annual return | 26.26% | 78.40%-52.1pp | 64.17%-37.9pp | 478.56%-452.3pp |
| Employer contribution / active EE | $414 | $5,316-92.2% | $4,412-90.6% | $4,837-91.4% |
| Participant deferral / active EE | $2,472 | $7,002-64.7% | $6,174-60.0% | $6,341-61.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |