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 8-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 | $48,887 | $172,111-71.6% | $150,298-67.5% | $137,256-64.4% |
| Participation rate | 23.5% | 81.7%-58.2pp | 77.8%-54.2pp | 80.0%-56.4pp |
| Annual return | 34.70% | 69.37%-34.7pp | 62.79%-28.1pp | 220.34%-185.6pp |
| Employer contribution / active EE | $570 | $4,636-87.7% | $4,154-86.3% | $4,156-86.3% |
| Participant deferral / active EE | $2,030 | $6,166-67.1% | $5,453-62.8% | $6,407-68.3% |
| Admin fee / account holder | $191 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |