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 | $28,119 | $175,202-84.0% | $149,673-81.2% | $139,434-79.8% |
| Participation rate | 38.1% | 83.4%-45.3pp | 78.8%-40.7pp | 80.3%-42.2pp |
| Annual return | 16.86% | 166.71%-149.8pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $610 | $5,474-88.9% | $4,818-87.3% | $4,751-87.2% |
| Participant deferral / active EE | $2,576 | $6,519-60.5% | $5,680-54.7% | $6,710-61.6% |
| Admin fee / account holder | $243 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |