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 | $54,945 | $172,111-68.1% | $150,298-63.4% | $137,256-60.0% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 19.16% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $591 | $4,636-87.2% | $4,154-85.8% | $4,156-85.8% |
| Participant deferral / active EE | $3,330 | $6,166-46.0% | $5,453-38.9% | $6,407-48.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |