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 | $37,737 | $148,534-74.6% | $135,903-72.2% | $139,434-72.9% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.0pp |
| Annual return | 24.65% | 79.19%-54.5pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $621 | $5,243-88.2% | $4,856-87.2% | $4,751-86.9% |
| Participant deferral / active EE | $2,657 | $8,100-67.2% | $7,758-65.7% | $6,710-60.4% |
| Admin fee / account holder | $103 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |