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 | $24,209 | $84,233-71.3% | $170,442-85.8% | $70,131-65.5% |
| Participation rate | 24.1% | 70.8%-46.8pp | 83.6%-59.5pp | 69.5%-45.5pp |
| Annual return | 17.87% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,923 | $3,086-37.7% | $4,939-61.1% | $3,332-42.3% |
| Admin fee / account holder | $163 | $5,698-97.1% | $13,880-98.8% | $4,645-96.5% |