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 | $62,437 | $114,381-45.4% | $107,525-41.9% | $142,382-56.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 19.76% | 242.71%-222.9pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $680 | $4,015-83.1% | $3,754-81.9% | $4,299-84.2% |
| Participant deferral / active EE | $3,470 | $5,564-37.6% | $5,116-32.2% | $6,507-46.7% |
| Admin fee / account holder | $254 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |