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 | $54,175 | $87,841-38.3% | $133,980-59.6% | $62,891-13.9% |
| Participation rate | 40.0% | 83.4%-43.4pp | 87.1%-47.1pp | 69.3%-29.3pp |
| Annual return | 16.75% | 12.05%+4.7pp | 29.30%-12.5pp | 20.14%-3.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,211 | $4,812-33.3% | $6,282-48.9% | $3,203+0.3% |
| Admin fee / account holder | $142 | $5,371-97.4% | $9,324-98.5% | $4,296-96.7% |