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 7-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 | $32,372 | $165,335-80.4% | $149,696-78.4% | $158,922-79.6% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 29.13% | 348.15%-319.0pp | 276.60%-247.5pp | 302.83%-273.7pp |
| Employer contribution / active EE | $368 | $5,103-92.8% | $4,644-92.1% | $4,761-92.3% |
| Participant deferral / active EE | $4,997 | $7,181-30.4% | $6,842-27.0% | $5,982-16.5% |
| Admin fee / account holder | $69 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |