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 | $94,382 | $106,515-11.4% | $96,683-2.4% | $139,434-32.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 11.62% | 38.43%-26.8pp | 35.69%-24.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $184 | $4,103-95.5% | $3,737-95.1% | $4,751-96.1% |
| Participant deferral / active EE | $1,842 | $5,454-66.2% | $4,878-62.2% | $6,710-72.5% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |