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 | $52,336 | $165,335-68.3% | $149,696-65.0% | $158,922-67.1% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 21.18% | 348.15%-327.0pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $54 | $5,103-98.9% | $4,644-98.8% | $4,761-98.9% |
| Participant deferral / active EE | $4,616 | $7,181-35.7% | $6,842-32.5% | $5,982-22.8% |
| Admin fee / account holder | $280 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |