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 | $52,834 | $95,266-44.5% | $82,389-35.9% | $142,382-62.9% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.5%0pp | 80.1%-10.6pp |
| Annual return | 15.84% | 25.74%-9.9pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $291 | $2,991-90.3% | $2,517-88.4% | $4,299-93.2% |
| Participant deferral / active EE | $3,275 | $4,809-31.9% | $4,155-21.2% | $6,507-49.7% |
| Admin fee / account holder | $15 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |