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 | $32,658 | $84,233-61.2% | $170,442-80.8% | $70,131-53.4% |
| Participation rate | 28.3% | 70.8%-42.5pp | 83.6%-55.3pp | 69.5%-41.2pp |
| Annual return | 21.39% | 23.06%-1.7pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,100 | $3,086-31.9% | $4,939-57.5% | $3,332-37.0% |
| Admin fee / account holder | $251 | $5,698-95.6% | $13,880-98.2% | $4,645-94.6% |