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 5-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 | $13,553 | $114,381-88.2% | $107,525-87.4% | $142,382-90.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 21.33% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $551 | $4,015-86.3% | $3,754-85.3% | $4,299-87.2% |
| Participant deferral / active EE | $1,569 | $5,564-71.8% | $5,116-69.3% | $6,507-75.9% |
| Admin fee / account holder | $116 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |