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 | $39,061 | $98,750-60.4% | $149,696-73.9% | $79,858-51.1% |
| Participation rate | 54.1% | 75.8%-21.7pp | 82.5%-28.4pp | 69.6%-15.6pp |
| Annual return | 21.07% | 27.43%-6.4pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,495 | $5,680-38.5% | $6,842-48.9% | $3,740-6.6% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,309-100.0% | $5,306-99.9% |