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 8-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 | $12,987 | $110,261-88.2% | $95,745-86.4% | $139,434-90.7% |
| Participation rate | 47.6% | 75.8%-28.1pp | 72.3%-24.6pp | 80.3%-32.7pp |
| Annual return | 16.81% | 27.11%-10.3pp | 28.35%-11.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,260 | $4,676-73.1% | $4,245-70.3% | $6,710-81.2% |
| Admin fee / account holder | $161 | $6,613-97.6% | $5,678-97.2% | $11,403-98.6% |