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 4-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 | $67,667 | $98,652-31.4% | $142,942-52.7% | $82,448-17.9% |
| Participation rate | 18.0% | 72.8%-54.7pp | 76.8%-58.8pp | 68.1%-50.0pp |
| Annual return | 19.14% | 22.65%-3.5pp | 113.70%-94.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $424 | $3,211-86.8% | $4,139-89.8% | $2,551-83.4% |
| Participant deferral / active EE | $2,460 | $5,580-55.9% | $7,128-65.5% | $4,139-40.6% |
| Admin fee / account holder | $123 | $8,078-98.5% | $12,475-99.0% | $7,234-98.3% |