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 | $41,347 | $53,516-22.7% | $126,539-67.3% | $84,808-51.2% |
| Participation rate | 38.5% | 58.2%-19.8pp | 69.8%-31.4pp | 68.3%-29.8pp |
| Annual return | 18.45% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,204 | $2,671-17.5% | $4,083-46.0% | $4,212-47.7% |
| Admin fee / account holder | $20 | $4,497-99.6% | $6,065-99.7% | $7,344-99.7% |