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 | $50,988 | $159,602-68.1% | $150,045-66.0% | $142,382-64.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 18.99% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $853 | $4,961-82.8% | $4,693-81.8% | $4,299-80.2% |
| Participant deferral / active EE | $4,700 | $8,310-43.4% | $7,997-41.2% | $6,507-27.8% |
| Admin fee / account holder | $173 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |