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 | $51,808 | $87,733-40.9% | $106,548-51.4% | $85,850-39.7% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 15.37% | 21.86%-6.5pp | 26.80%-11.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $461 | $2,073-77.8% | $2,819-83.7% | $2,565-82.0% |
| Participant deferral / active EE | $3,794 | $3,469+9.4% | $4,398-13.7% | $3,952-4.0% |
| Admin fee / account holder | $189 | $6,767-97.2% | $7,407-97.5% | $6,260-97.0% |