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 | $58,861 | $177,572-66.9% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 19.80% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $804 | $4,810-83.3% | $4,305-81.3% | $4,299-81.3% |
| Participant deferral / active EE | $6,699 | $6,272+6.8% | $5,540+20.9% | $6,507+2.9% |
| Admin fee / account holder | $113 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |