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 | $28,934 | $104,251-72.2% | $91,001-68.2% | $147,584-80.4% |
| Participation rate | 45.8% | 78.2%-32.4pp | 75.6%-29.8pp | 82.8%-37.0pp |
| Annual return | 16.81% | 27.06%-10.3pp | 4.60%+12.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $294 | $3,116-90.6% | $2,456-88.0% | $4,876-94.0% |
| Participant deferral / active EE | $1,302 | $4,195-69.0% | $3,547-63.3% | $5,439-76.1% |
| Admin fee / account holder | $201 | $8,948-97.8% | $5,417-96.3% | $10,885-98.2% |