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 | $46,239 | $106,749-56.7% | $145,433-68.2% | $82,448-43.9% |
| Participation rate | 28.6% | 75.6%-47.1pp | 82.1%-53.5pp | 68.1%-39.5pp |
| Annual return | 17.48% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,017 | $6,519-53.7% | $7,897-61.8% | $4,139-27.1% |
| Admin fee / account holder | $160 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |