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 | $81,342 | $88,672-8.3% | $105,223-22.7% | $82,448-1.3% |
| Participation rate | 21.0% | 67.9%-47.0pp | 75.0%-54.1pp | 68.1%-47.1pp |
| Annual return | 19.89% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $617 | $3,048-79.8% | $3,689-83.3% | $2,551-75.8% |
| Participant deferral / active EE | $2,264 | $4,036-43.9% | $5,072-55.4% | $4,139-45.3% |
| Admin fee / account holder | $19 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |