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 | $51,724 | $76,552-32.4% | $123,892-58.3% | $62,891-17.8% |
| Participation rate | 65.0% | 73.0%-8.0pp | 81.4%-16.4pp | 69.3%-4.3pp |
| Annual return | 16.55% | 18.68%-2.1pp | 47.52%-31.0pp | 20.14%-3.6pp |
| Employer contribution / active EE | $328 | $2,883-88.6% | $4,617-92.9% | $2,281-85.6% |
| Participant deferral / active EE | $5,371 | $4,840+11.0% | $5,984-10.3% | $3,203+67.7% |
| Admin fee / account holder | $142 | $4,826-97.1% | $8,357-98.3% | $4,296-96.7% |