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 | $61,290 | $89,355-31.4% | $141,162-56.6% | $72,985-16.0% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.5%-24.3pp | 69.5%-11.3pp |
| Annual return | 20.84% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,518 | $5,418-53.5% | $6,709-62.5% | $3,607-30.2% |
| Admin fee / account holder | $149 | $5,958-97.5% | $10,261-98.6% | $5,124-97.1% |