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 | $25,403 | $78,672-67.7% | $109,143-76.7% | $85,850-70.4% |
| Participation rate | 61.8% | 68.3%-6.5pp | 75.9%-14.1pp | 69.3%-7.6pp |
| Annual return | 15.88% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,170 | $3,467-37.4% | $4,653-53.4% | $3,952-45.1% |
| Admin fee / account holder | $5 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |