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 | $27,360 | $91,190-70.0% | $178,490-84.7% | $79,858-65.7% |
| Participation rate | 35.7% | 69.2%-33.5pp | 81.9%-46.2pp | 69.6%-33.9pp |
| Annual return | 29.85% | 24.19%+5.7pp | 151.07%-121.2pp | 31.71%-1.9pp |
| Employer contribution / active EE | $334 | $3,256-89.8% | $5,011-93.3% | $2,471-86.5% |
| Participant deferral / active EE | $1,389 | $3,236-57.1% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $273 | $6,751-96.0% | $13,984-98.0% | $5,306-94.8% |