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 | $39,464 | $99,985-60.5% | $146,665-73.1% | $85,850-54.0% |
| Participation rate | 29.0% | 73.1%-44.0pp | 80.1%-51.0pp | 69.3%-40.3pp |
| Annual return | 14.34% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $317 | $2,559-87.6% | $4,136-92.3% | $2,565-87.7% |
| Participant deferral / active EE | $2,173 | $4,006-45.8% | $5,506-60.5% | $3,952-45.0% |
| Admin fee / account holder | $46 | $7,702-99.4% | $10,280-99.6% | $6,260-99.3% |