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 9-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 | $33,493 | $114,381-70.7% | $107,525-68.9% | $142,382-76.5% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.1%-30.1pp | 80.1%-35.1pp |
| Annual return | 29.48% | 242.71%-213.2pp | 181.32%-151.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $808 | $4,015-79.9% | $3,754-78.5% | $4,299-81.2% |
| Participant deferral / active EE | $4,826 | $5,564-13.3% | $5,116-5.7% | $6,507-25.8% |
| Admin fee / account holder | $192 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |