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 | $25,685 | $106,515-75.9% | $96,683-73.4% | $139,434-81.6% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 24.56% | 38.43%-13.9pp | 35.69%-11.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $481 | $4,103-88.3% | $3,737-87.1% | $4,751-89.9% |
| Participant deferral / active EE | $3,046 | $5,454-44.2% | $4,878-37.6% | $6,710-54.6% |
| Admin fee / account holder | $135 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |