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 | $29,399 | $47,848-38.6% | $81,478-63.9% | $70,131-58.1% |
| Participation rate | 10.4% | 58.3%-47.9pp | 68.0%-57.5pp | 69.5%-59.1pp |
| Annual return | 25.43% | 27.25%-1.8pp | 38.78%-13.4pp | 73.14%-47.7pp |
| Employer contribution / active EE | $167 | $1,527-89.0% | $2,568-93.5% | $2,342-92.9% |
| Participant deferral / active EE | $889 | $2,453-63.8% | $3,537-74.9% | $3,332-73.3% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |