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 | $26,556 | $175,202-84.8% | $149,673-82.3% | $139,434-81.0% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 18.98% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,019 | $5,474-81.4% | $4,818-78.8% | $4,751-78.5% |
| Participant deferral / active EE | $3,452 | $6,519-47.1% | $5,680-39.2% | $6,710-48.6% |
| Admin fee / account holder | $37 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |