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 | $45,532 | $117,983-61.4% | $101,794-55.3% | $142,382-68.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 17.43% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $414 | $2,773-85.1% | $2,289-81.9% | $4,299-90.4% |
| Participant deferral / active EE | $3,330 | $4,714-29.4% | $4,084-18.5% | $6,507-48.8% |
| Admin fee / account holder | $169 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |