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 | $27,962 | $69,207-59.6% | $64,056-56.3% | $139,434-79.9% |
| Participation rate | 44.4% | 75.6%-31.1pp | 72.3%-27.9pp | 80.3%-35.9pp |
| Annual return | 19.02% | 45.88%-26.9pp | 33.69%-14.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,380 | $4,682-27.8% | $3,880-12.9% | $6,710-49.6% |
| Admin fee / account holder | $130 | $4,244-96.9% | $3,068-95.8% | $11,403-98.9% |