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 | $69,709 | $148,534-53.1% | $135,903-48.7% | $139,434-50.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 24.14% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $463 | $5,243-91.2% | $4,856-90.5% | $4,751-90.3% |
| Participant deferral / active EE | $3,476 | $8,100-57.1% | $7,758-55.2% | $6,710-48.2% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |