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 6-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 | $26,614 | $161,352-83.5% | $134,172-80.2% | $137,256-80.6% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 22.13% | 28.72%-6.6pp | 25.30%-3.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $582 | $4,099-85.8% | $3,420-83.0% | $4,156-86.0% |
| Participant deferral / active EE | $1,808 | $5,552-67.4% | $4,690-61.5% | $6,407-71.8% |
| Admin fee / account holder | $98 | $15,028-99.3% | $12,016-99.2% | $12,270-99.2% |