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 | $37,668 | $79,557-52.7% | $118,746-68.3% | $70,131-46.3% |
| Participation rate | 33.3% | 71.4%-38.0pp | 78.3%-44.9pp | 69.5%-36.2pp |
| Annual return | 23.01% | 25.64%-2.6pp | 24.54%-1.5pp | 73.14%-50.1pp |
| Employer contribution / active EE | $420 | $2,861-85.3% | $4,193-90.0% | $2,342-82.1% |
| Participant deferral / active EE | $1,845 | $4,089-54.9% | $5,332-65.4% | $3,332-44.6% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |