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 | $43,030 | $85,766-49.8% | $136,294-68.4% | $70,131-38.6% |
| Participation rate | 59.6% | 74.2%-14.6pp | 81.9%-22.3pp | 69.5%-10.0pp |
| Annual return | 22.13% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $477 | $2,966-83.9% | $4,695-89.8% | $2,342-79.6% |
| Participant deferral / active EE | $3,052 | $5,051-39.6% | $6,247-51.1% | $3,332-8.4% |
| Admin fee / account holder | $136 | $5,420-97.5% | $9,243-98.5% | $4,645-97.1% |