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 | $34,490 | $66,310-48.0% | $93,606-63.2% | $65,185-47.1% |
| Participation rate | 56.2% | 74.0%-17.8pp | 75.8%-19.6pp | 70.2%-14.0pp |
| Annual return | 23.02% | 42.58%-19.6pp | 32.76%-9.7pp | 29.38%-6.4pp |
| Employer contribution / active EE | $358 | $2,012-82.2% | $2,718-86.8% | $2,177-83.6% |
| Participant deferral / active EE | $1,742 | $3,342-47.9% | $4,069-57.2% | $3,514-50.4% |
| Admin fee / account holder | $73 | $6,897-98.9% | $7,888-99.1% | $847-91.4% |