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 | $18,614 | $56,054-66.8% | $171,082-89.1% | $62,891-70.4% |
| Participation rate | 25.0% | 62.9%-37.9pp | 76.7%-51.7pp | 69.3%-44.3pp |
| Annual return | 14.62% | 22.52%-7.9pp | 32.56%-17.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,949 | $3,158-38.3% | $4,797-59.4% | $3,203-39.2% |
| Admin fee / account holder | $93 | $3,647-97.4% | $8,520-98.9% | $4,296-97.8% |