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 | $48,170 | $127,065-62.1% | $113,168-57.4% | $142,382-66.2% |
| Participation rate | 41.2% | 79.2%-38.0pp | 76.6%-35.4pp | 80.1%-38.9pp |
| Annual return | 18.03% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $664 | $3,442-80.7% | $2,975-77.7% | $4,299-84.6% |
| Participant deferral / active EE | $2,005 | $5,716-64.9% | $5,107-60.7% | $6,507-69.2% |
| Admin fee / account holder | $281 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |