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 | $35,901 | $148,534-75.8% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 25.00% | 79.19%-54.2pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $917 | $5,243-82.5% | $4,856-81.1% | $4,751-80.7% |
| Participant deferral / active EE | $2,549 | $8,100-68.5% | $7,758-67.1% | $6,710-62.0% |
| Admin fee / account holder | $186 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |