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 | $26,202 | $95,266-72.5% | $82,389-68.2% | $142,382-81.6% |
| Participation rate | 23.5% | 74.5%-50.9pp | 69.5%-46.0pp | 80.1%-56.6pp |
| Annual return | 21.98% | 25.74%-3.8pp | 28.67%-6.7pp | 217.08%-195.1pp |
| Employer contribution / active EE | $303 | $2,991-89.9% | $2,517-88.0% | $4,299-93.0% |
| Participant deferral / active EE | $1,472 | $4,809-69.4% | $4,155-64.6% | $6,507-77.4% |
| Admin fee / account holder | $94 | $8,563-98.9% | $7,231-98.7% | $12,624-99.3% |