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 | $20,458 | $110,257-81.4% | $96,544-78.8% | $139,434-85.3% |
| Participation rate | 17.4% | 78.1%-60.7pp | 76.0%-58.6pp | 80.3%-62.9pp |
| Annual return | 29.17% | 26.32%+2.9pp | 25.84%+3.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,899 | $5,548-65.8% | $4,851-60.8% | $6,710-71.7% |
| Admin fee / account holder | $79 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |