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 6-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 | $52,230 | $106,515-51.0% | $96,683-46.0% | $139,434-62.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.19% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $644 | $4,103-84.3% | $3,737-82.8% | $4,751-86.5% |
| Participant deferral / active EE | $2,875 | $5,454-47.3% | $4,878-41.1% | $6,710-57.2% |
| Admin fee / account holder | $12 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |