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 4-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 | $19,719 | $118,450-83.4% | $98,439-80.0% | $139,434-85.9% |
| Participation rate | 30.0% | 77.4%-47.4pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 23.29% | 18.94%+4.4pp | 21.16%+2.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $545 | $3,609-84.9% | $3,048-82.1% | $4,751-88.5% |
| Participant deferral / active EE | $1,660 | $5,392-69.2% | $4,738-65.0% | $6,710-75.3% |
| Admin fee / account holder | $63 | $14,026-99.5% | $8,948-99.3% | $11,403-99.4% |