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 | $14,611 | $49,227-70.3% | $70,449-79.3% | $79,858-81.7% |
| Participation rate | 35.7% | 69.2%-33.5pp | 75.1%-39.3pp | 69.6%-33.9pp |
| Annual return | 26.78% | 30.06%-3.3pp | 109.03%-82.3pp | 31.71%-4.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,337 | $2,768-51.7% | $3,709-64.0% | $3,740-64.3% |
| Admin fee / account holder | $136 | $2,878-95.3% | $3,845-96.5% | $5,306-97.4% |