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 | $59,910 | $179,726-66.7% | $156,263-61.7% | $142,382-57.9% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 25.67% | 77.86%-52.2pp | 59.47%-33.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,000 | $5,069-80.3% | $4,333-76.9% | $4,299-76.7% |
| Participant deferral / active EE | $2,077 | $6,956-70.1% | $6,158-66.3% | $6,507-68.1% |
| Admin fee / account holder | $207 | $17,272-98.8% | $14,255-98.5% | $12,624-98.4% |