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 7-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 | $21,878 | $51,175-57.2% | $70,515-69.0% | $75,163-70.9% |
| Participation rate | 55.2% | 60.9%-5.8pp | 68.3%-13.2pp | 67.2%-12.0pp |
| Annual return | 16.29% | 30.02%-13.7pp | 32.77%-16.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $180 | $1,826-90.1% | $2,973-93.9% | $2,670-93.2% |
| Participant deferral / active EE | $2,594 | $2,849-8.9% | $4,567-43.2% | $4,125-37.1% |
| Admin fee / account holder | $223 | $4,091-94.6% | $6,412-96.5% | $5,651-96.1% |