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 4-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 | $75,125 | $163,101-53.9% | $136,749-45.1% | $142,382-47.2% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 18.33% | 27.54%-9.2pp | 24.33%-6.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $750 | $4,117-81.8% | $3,400-77.9% | $4,299-82.6% |
| Participant deferral / active EE | $1,500 | $5,585-73.1% | $4,692-68.0% | $6,507-76.9% |
| Admin fee / account holder | $290 | $14,318-98.0% | $11,386-97.5% | $12,624-97.7% |