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 | $163,101-83.7% | $136,749-80.5% | $142,382-81.3% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 22.13% | 27.54%-5.4pp | 24.33%-2.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $582 | $4,117-85.9% | $3,400-82.9% | $4,299-86.5% |
| Participant deferral / active EE | $1,808 | $5,585-67.6% | $4,692-61.5% | $6,507-72.2% |
| Admin fee / account holder | $98 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |