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 | $50,584 | $48,230+4.9% | $67,502-25.1% | $80,856-37.4% |
| Participation rate | 6.4% | 66.4%-60.0pp | 72.9%-66.5pp | 67.6%-61.2pp |
| Annual return | 17.60% | 18.28%-0.7pp | 3512.12%-3494.5pp | 35.59%-18.0pp |
| Employer contribution / active EE | $265 | $2,020-86.9% | $2,731-90.3% | $2,755-90.4% |
| Participant deferral / active EE | $803 | $2,924-72.5% | $4,000-79.9% | $4,296-81.3% |
| Admin fee / account holder | $198 | $3,681-94.6% | $3,998-95.0% | $6,918-97.1% |