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 | $38,666 | $159,602-75.8% | $150,045-74.2% | $142,382-72.8% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.3%-55.0pp | 80.1%-52.8pp |
| Annual return | 18.62% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $724 | $4,961-85.4% | $4,693-84.6% | $4,299-83.2% |
| Participant deferral / active EE | $2,681 | $8,310-67.7% | $7,997-66.5% | $6,507-58.8% |
| Admin fee / account holder | $143 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |