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 | $26,656 | $124,281-78.6% | $109,143-75.6% | $167,490-84.1% |
| Participation rate | 35.3% | 79.4%-44.2pp | 75.9%-40.6pp | 82.1%-46.8pp |
| Annual return | 19.63% | 26.04%-6.4pp | 25.75%-6.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $711 | $4,207-83.1% | $3,722-80.9% | $4,837-85.3% |
| Participant deferral / active EE | $2,848 | $5,255-45.8% | $4,653-38.8% | $6,341-55.1% |
| Admin fee / account holder | $115 | $7,970-98.6% | $6,752-98.3% | $12,309-99.1% |