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 | $24,257 | $96,965-75.0% | $97,995-75.2% | $147,584-83.6% |
| Participation rate | 55.6% | 83.6%-28.1pp | 82.4%-26.8pp | 82.8%-27.3pp |
| Annual return | 25.11% | 24.11%+1.0pp | 23.94%+1.2pp | 578.55%-553.4pp |
| Employer contribution / active EE | $864 | $4,536-80.9% | $4,158-79.2% | $4,876-82.3% |
| Participant deferral / active EE | $3,352 | $5,081-34.0% | $5,097-34.2% | $5,439-38.4% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |