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 | $83,882 | $185,822-54.9% | $169,993-50.7% | $139,434-39.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 32.05% | 60.50%-28.4pp | 53.37%-21.3pp | 372.94%-340.9pp |
| Employer contribution / active EE | $860 | $7,590-88.7% | $6,785-87.3% | $4,751-81.9% |
| Participant deferral / active EE | $14,508 | $11,622+24.8% | $10,408+39.4% | $6,710+116.2% |
| Admin fee / account holder | $280 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |