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 | $21,805 | $110,257-80.2% | $96,544-77.4% | $139,434-84.4% |
| Participation rate | 69.6% | 78.1%-8.5pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 21.20% | 26.32%-5.1pp | 25.84%-4.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $803 | $3,620-77.8% | $2,965-72.9% | $4,751-83.1% |
| Participant deferral / active EE | $2,472 | $5,548-55.4% | $4,851-49.0% | $6,710-63.2% |
| Admin fee / account holder | $216 | $11,591-98.1% | $8,252-97.4% | $11,403-98.1% |