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 | $64,720 | $83,337-22.3% | $67,834-4.6% | $273,961-76.4% |
| Participation rate | 63.2% | 76.4%-13.3pp | 68.8%-5.6pp | 83.0%-19.9pp |
| Annual return | 7.68% | 259.45%-251.8pp | 138.47%-130.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $343 | $3,287-89.6% | $2,403-85.7% | $4,869-93.0% |
| Participant deferral / active EE | $1,183 | $4,088-71.1% | $3,160-62.6% | $5,287-77.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |