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 3-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 | $63,815 | $179,726-64.5% | $156,263-59.2% | $142,382-55.2% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.9%-37.2pp | 80.1%-38.5pp |
| Annual return | 12.07% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $924 | $5,069-81.8% | $4,333-78.7% | $4,299-78.5% |
| Participant deferral / active EE | $4,718 | $6,956-32.2% | $6,158-23.4% | $6,507-27.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |