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 | $16,556 | $111,754-85.2% | $103,333-84.0% | $145,922-88.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.10% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $766 | $4,212-81.8% | $3,868-80.2% | $4,660-83.6% |
| Participant deferral / active EE | $1,829 | $5,619-67.5% | $5,057-63.8% | $6,688-72.7% |
| Admin fee / account holder | $170 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |