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 | $56,813 | $51,638+10.0% | $68,368-16.9% | $82,448-31.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 15.71% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $218 | $2,047-89.3% | $2,649-91.8% | $2,551-91.4% |
| Participant deferral / active EE | $3,128 | $2,914+7.4% | $4,123-24.1% | $4,139-24.4% |
| Admin fee / account holder | $1 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |