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 | $21,323 | $84,233-74.7% | $170,442-87.5% | $70,131-69.6% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 19.03% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $363 | $3,387-89.3% | $5,433-93.3% | $2,342-84.5% |
| Participant deferral / active EE | $1,014 | $3,086-67.1% | $4,939-79.5% | $3,332-69.6% |
| Admin fee / account holder | $192 | $5,698-96.6% | $13,880-98.6% | $4,645-95.9% |