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 | $45,758 | $83,477-45.2% | $125,175-63.4% | $72,985-37.3% |
| Participation rate | 55.2% | 73.3%-18.1pp | 79.8%-24.6pp | 69.5%-14.3pp |
| Annual return | 22.68% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $461 | $2,345-80.3% | $3,865-88.1% | $2,440-81.1% |
| Participant deferral / active EE | $2,907 | $3,585-18.9% | $4,937-41.1% | $3,607-19.4% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |