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 | $57,313 | $47,848+19.8% | $81,478-29.7% | $70,131-18.3% |
| Participation rate | 37.5% | 58.3%-20.8pp | 68.0%-30.5pp | 69.5%-32.0pp |
| Annual return | 14.48% | 27.25%-12.8pp | 38.78%-24.3pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,208 | $2,453-50.8% | $3,537-65.8% | $3,332-63.7% |
| Admin fee / account holder | $23 | $3,145-99.3% | $4,561-99.5% | $4,645-99.5% |