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 | $44,229 | $106,515-58.5% | $96,683-54.3% | $139,434-68.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 22.27% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $756 | $4,103-81.6% | $3,737-79.8% | $4,751-84.1% |
| Participant deferral / active EE | $2,459 | $5,454-54.9% | $4,878-49.6% | $6,710-63.3% |
| Admin fee / account holder | $156 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |