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 | $72,779 | $110,261-34.0% | $95,745-24.0% | $139,434-47.8% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 21.14% | 27.11%-6.0pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $103 | $3,257-96.8% | $2,835-96.4% | $4,751-97.8% |
| Participant deferral / active EE | $7,500 | $4,676+60.4% | $4,245+76.7% | $6,710+11.8% |
| Admin fee / account holder | $244 | $6,613-96.3% | $5,678-95.7% | $11,403-97.9% |