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 | $29,572 | $106,515-72.2% | $96,683-69.4% | $139,434-78.8% |
| Participation rate | 17.6% | 77.8%-60.2pp | 74.3%-56.7pp | 80.3%-62.7pp |
| Annual return | 21.99% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $513 | $4,103-87.5% | $3,737-86.3% | $4,751-89.2% |
| Participant deferral / active EE | $1,467 | $5,454-73.1% | $4,878-69.9% | $6,710-78.1% |
| Admin fee / account holder | $93 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |