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 | $52,375 | $106,584-50.9% | $101,326-48.3% | $142,382-63.2% |
| Participation rate | 58.8% | 82.7%-23.9pp | 81.5%-22.7pp | 80.1%-21.3pp |
| Annual return | 13.85% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,127 | $8,297-62.3% | $7,994-60.9% | $6,507-51.9% |
| Admin fee / account holder | $12 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |