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 | $24,103 | $114,381-78.9% | $107,525-77.6% | $142,382-83.1% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.1%-30.1pp | 80.1%-35.1pp |
| Annual return | 21.54% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $534 | $4,015-86.7% | $3,754-85.8% | $4,299-87.6% |
| Participant deferral / active EE | $1,514 | $5,564-72.8% | $5,116-70.4% | $6,507-76.7% |
| Admin fee / account holder | $125 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |