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 5-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 | $37,838 | $148,534-74.5% | $135,903-72.2% | $139,434-72.9% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.0pp |
| Annual return | 14.91% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $789 | $5,243-84.9% | $4,856-83.7% | $4,751-83.4% |
| Participant deferral / active EE | $3,527 | $8,100-56.5% | $7,758-54.5% | $6,710-47.4% |
| Admin fee / account holder | $157 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |