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 | $42,334 | $54,762-22.7% | $90,281-53.1% | $72,985-42.0% |
| Participation rate | 36.8% | 65.1%-28.3pp | 73.3%-36.4pp | 69.5%-32.6pp |
| Annual return | 24.85% | 30.63%-5.8pp | 78.10%-53.2pp | 81.00%-56.2pp |
| Employer contribution / active EE | $97 | $2,092-95.3% | $2,854-96.6% | $2,440-96.0% |
| Participant deferral / active EE | $1,033 | $2,887-64.2% | $3,885-73.4% | $3,607-71.4% |
| Admin fee / account holder | $134 | $3,972-96.6% | $5,351-97.5% | $5,124-97.4% |