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 4-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 | $45,738 | $111,535-59.0% | $105,223-56.5% | $137,256-66.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 21.60% | 237.85%-216.3pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $624 | $3,939-84.2% | $3,689-83.1% | $4,156-85.0% |
| Participant deferral / active EE | $2,444 | $5,500-55.6% | $5,072-51.8% | $6,407-61.9% |
| Admin fee / account holder | $292 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |