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 | $29,537 | $185,822-84.1% | $169,993-82.6% | $139,434-78.8% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 26.60% | 60.50%-33.9pp | 53.37%-26.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,235 | $7,590-83.7% | $6,785-81.8% | $4,751-74.0% |
| Participant deferral / active EE | $3,750 | $11,622-67.7% | $10,408-64.0% | $6,710-44.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |