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 6-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 | $25,005 | $111,814-77.6% | $103,374-75.8% | $145,959-82.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.82% | 24.77%-14.9pp | 24.89%-15.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $624 | $4,214-85.2% | $3,869-83.9% | $4,661-86.6% |
| Participant deferral / active EE | $1,560 | $5,618-72.2% | $5,058-69.2% | $6,689-76.7% |
| Admin fee / account holder | $100 | $9,754-99.0% | $8,394-98.8% | $13,398-99.3% |