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 | $56,189 | $65,365-14.0% | $92,893-39.5% | $72,985-23.0% |
| Participation rate | 67.4% | 68.3%-0.9pp | 76.0%-8.6pp | 69.5%-2.0pp |
| Annual return | 21.82% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $299 | $2,594-88.5% | $3,653-91.8% | $2,440-87.7% |
| Participant deferral / active EE | $1,824 | $3,128-41.7% | $4,236-56.9% | $3,607-49.4% |
| Admin fee / account holder | $91 | $4,251-97.9% | $5,794-98.4% | $5,124-98.2% |