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 | $17,669 | $52,580-66.4% | $71,671-75.3% | $70,131-74.8% |
| Participation rate | 30.2% | 60.9%-30.7pp | 68.7%-38.6pp | 69.5%-39.4pp |
| Annual return | 20.63% | 20.25%+0.4pp | 20.65%0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $215 | $1,616-86.7% | $2,460-91.3% | $2,342-90.8% |
| Participant deferral / active EE | $1,009 | $2,386-57.7% | $3,438-70.6% | $3,332-69.7% |
| Admin fee / account holder | $94 | $3,653-97.4% | $5,558-98.3% | $4,645-98.0% |