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 | $68,653 | $116,175-40.9% | $93,606-26.7% | $152,861-55.1% |
| Participation rate | 43.8% | 78.0%-34.3pp | 75.8%-32.1pp | 82.4%-38.7pp |
| Annual return | 24.51% | 35.96%-11.5pp | 32.76%-8.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,628 | $4,603-42.9% | $4,069-35.4% | $5,850-55.1% |
| Admin fee / account holder | $64 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |