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 | $49,017 | $111,754-56.1% | $103,333-52.6% | $145,922-66.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 22.15% | 24.77%-2.6pp | 24.88%-2.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $768 | $4,212-81.8% | $3,868-80.2% | $4,660-83.5% |
| Participant deferral / active EE | $2,672 | $5,619-52.5% | $5,057-47.2% | $6,688-60.1% |
| Admin fee / account holder | $189 | $9,750-98.1% | $8,355-97.7% | $13,397-98.6% |