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 | $62,623 | $177,572-64.7% | $154,803-59.5% | $142,382-56.0% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 13.32% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $136 | $4,810-97.2% | $4,305-96.8% | $4,299-96.8% |
| Participant deferral / active EE | $2,711 | $6,272-56.8% | $5,540-51.1% | $6,507-58.3% |
| Admin fee / account holder | $202 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |