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 | $44,974 | $58,828-23.6% | $77,999-42.3% | $62,891-28.5% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 30.72% | 17.16%+13.6pp | 425.96%-395.2pp | 20.14%+10.6pp |
| Employer contribution / active EE | $156 | $1,672-90.7% | $2,470-93.7% | $2,281-93.2% |
| Participant deferral / active EE | $1,671 | $2,686-37.8% | $3,497-52.2% | $3,203-47.8% |
| Admin fee / account holder | $45 | $4,393-99.0% | $5,480-99.2% | $4,296-99.0% |