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 | $47,158 | $87,841-46.3% | $133,980-64.8% | $62,891-25.0% |
| Participation rate | 45.5% | 83.4%-37.9pp | 87.1%-41.6pp | 69.3%-23.9pp |
| Annual return | 10.69% | 12.05%-1.4pp | 29.30%-18.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $924 | $3,483-73.5% | $5,211-82.3% | $2,281-59.5% |
| Participant deferral / active EE | $2,901 | $4,812-39.7% | $6,282-53.8% | $3,203-9.4% |
| Admin fee / account holder | $223 | $5,371-95.9% | $9,324-97.6% | $4,296-94.8% |