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 7-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 | $16,108 | $106,515-84.9% | $96,683-83.3% | $139,434-88.4% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 16.40% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $732 | $4,103-82.2% | $3,737-80.4% | $4,751-84.6% |
| Participant deferral / active EE | $1,488 | $5,454-72.7% | $4,878-69.5% | $6,710-77.8% |
| Admin fee / account holder | $200 | $7,877-97.5% | $6,730-97.0% | $11,403-98.2% |