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 | $113,967 | $124,319-8.3% | $111,297+2.4% | $167,490-32.0% |
| Participation rate | 65.2% | 79.6%-14.4pp | 77.3%-12.1pp | 82.1%-16.9pp |
| Annual return | 13.46% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $662 | $3,435-80.7% | $2,731-75.8% | $4,837-86.3% |
| Participant deferral / active EE | $2,034 | $5,180-60.7% | $4,487-54.7% | $6,341-67.9% |
| Admin fee / account holder | $165 | $10,618-98.4% | $7,964-97.9% | $12,309-98.7% |