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 | $57,634 | $110,257-47.7% | $96,544-40.3% | $139,434-58.7% |
| Participation rate | 52.2% | 78.1%-25.9pp | 76.0%-23.8pp | 80.3%-28.1pp |
| Annual return | 18.84% | 26.32%-7.5pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $330 | $3,620-90.9% | $2,965-88.9% | $4,751-93.0% |
| Participant deferral / active EE | $1,813 | $5,548-67.3% | $4,851-62.6% | $6,710-73.0% |
| Admin fee / account holder | $26 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |