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 | $37,792 | $177,572-78.7% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 26.3% | 82.1%-55.7pp | 78.1%-51.8pp | 80.1%-53.8pp |
| Annual return | 24.54% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $510 | $4,810-89.4% | $4,305-88.2% | $4,299-88.1% |
| Participant deferral / active EE | $1,760 | $6,272-71.9% | $5,540-68.2% | $6,507-73.0% |
| Admin fee / account holder | $136 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |