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 | $34,355 | $87,733-60.8% | $106,548-67.8% | $85,850-60.0% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 33.25% | 21.86%+11.4pp | 26.80%+6.5pp | 318.53%-285.3pp |
| Employer contribution / active EE | $375 | $2,073-81.9% | $2,819-86.7% | $2,565-85.4% |
| Participant deferral / active EE | $2,487 | $3,469-28.3% | $4,398-43.5% | $3,952-37.1% |
| Admin fee / account holder | $299 | $6,767-95.6% | $7,407-96.0% | $6,260-95.2% |