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 | $55,751 | $117,983-52.7% | $101,794-45.2% | $142,382-60.8% |
| Participation rate | 10.0% | 74.2%-64.2pp | 69.2%-59.2pp | 80.1%-70.1pp |
| Annual return | 19.23% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $274 | $2,773-90.1% | $2,289-88.0% | $4,299-93.6% |
| Participant deferral / active EE | $1,243 | $4,714-73.6% | $4,084-69.6% | $6,507-80.9% |
| Admin fee / account holder | $179 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |