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 | $48,722 | $99,079-50.8% | $77,999-37.5% | $273,961-82.2% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.5%-13.6pp | 83.0%-21.1pp |
| Annual return | 4.47% | 217.93%-213.5pp | 425.96%-421.5pp | 41.45%-37.0pp |
| Employer contribution / active EE | $215 | $3,308-93.5% | $2,470-91.3% | $4,869-95.6% |
| Participant deferral / active EE | $2,656 | $4,306-38.3% | $3,497-24.1% | $5,287-49.8% |
| Admin fee / account holder | $275 | $8,954-96.9% | $5,480-95.0% | $10,132-97.3% |