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 | $53,783 | $71,050-24.3% | $93,606-42.5% | $80,856-33.5% |
| Participation rate | 20.7% | 60.4%-39.7pp | 68.7%-48.0pp | 67.6%-46.9pp |
| Annual return | 13.36% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $140 | $1,564-91.1% | $2,420-94.2% | $2,755-94.9% |
| Participant deferral / active EE | $1,396 | $4,034-65.4% | $4,411-68.4% | $4,296-67.5% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |