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 | $47,409 | $56,110-15.5% | $94,993-50.1% | $70,131-32.4% |
| Participation rate | 64.0% | 65.0%-1.0pp | 73.9%-9.9pp | 69.5%-5.5pp |
| Annual return | 13.60% | 51.02%-37.4pp | 27.12%-13.5pp | 73.14%-59.5pp |
| Employer contribution / active EE | $174 | $1,442-88.0% | $2,603-93.3% | $2,342-92.6% |
| Participant deferral / active EE | $1,080 | $2,391-54.8% | $3,317-67.4% | $3,332-67.6% |
| Admin fee / account holder | $10 | $3,456-99.7% | $4,960-99.8% | $4,645-99.8% |