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 | $64,320 | $161,352-60.1% | $134,172-52.1% | $137,256-53.1% |
| Participation rate | 37.5% | 78.3%-40.8pp | 72.5%-35.0pp | 80.0%-42.5pp |
| Annual return | 20.56% | 28.72%-8.2pp | 25.30%-4.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $55 | $4,099-98.7% | $3,420-98.4% | $4,156-98.7% |
| Participant deferral / active EE | $3,740 | $5,552-32.6% | $4,690-20.3% | $6,407-41.6% |
| Admin fee / account holder | $238 | $15,028-98.4% | $12,016-98.0% | $12,270-98.1% |