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 | $58,698 | $64,348-8.8% | $90,160-34.9% | $70,131-16.3% |
| Participation rate | 60.0% | 70.4%-10.4pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 21.64% | 28.13%-6.5pp | 34.88%-13.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $205 | $2,046-90.0% | $3,318-93.8% | $2,342-91.3% |
| Participant deferral / active EE | $2,074 | $4,389-52.7% | $5,288-60.8% | $3,332-37.8% |
| Admin fee / account holder | $11 | $3,944-99.7% | $5,943-99.8% | $4,645-99.8% |