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 | $64,598 | $91,552-29.4% | $133,956-51.8% | $79,858-19.1% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.6%-27.1pp |
| Annual return | 14.05% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $541 | $2,384-77.3% | $3,919-86.2% | $2,471-78.1% |
| Participant deferral / active EE | $2,163 | $3,733-42.1% | $5,048-57.2% | $3,740-42.2% |
| Admin fee / account holder | $150 | $6,321-97.6% | $8,927-98.3% | $5,306-97.2% |