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 10-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 | $43,990 | $76,670-42.6% | $96,683-54.5% | $71,457-38.4% |
| Participation rate | 41.3% | 66.6%-25.3pp | 74.3%-33.1pp | 67.9%-26.7pp |
| Annual return | 20.77% | 48.29%-27.5pp | 35.69%-14.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $664 | $3,031-78.1% | $3,737-82.2% | $2,588-74.3% |
| Participant deferral / active EE | $1,875 | $3,771-50.3% | $4,878-61.6% | $4,289-56.3% |
| Admin fee / account holder | $103 | $2,028-94.9% | $6,730-98.5% | $1,587-93.5% |