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 | $32,602 | $89,355-63.5% | $141,162-76.9% | $72,985-55.3% |
| Participation rate | 43.0% | 75.1%-32.1pp | 82.5%-39.5pp | 69.5%-26.5pp |
| Annual return | 72.01% | 111.85%-39.8pp | 71.39%+0.6pp | 81.00%-9.0pp |
| Employer contribution / active EE | $279 | $3,114-91.0% | $4,735-94.1% | $2,440-88.6% |
| Participant deferral / active EE | $3,906 | $5,418-27.9% | $6,709-41.8% | $3,607+8.3% |
| Admin fee / account holder | $26 | $5,958-99.6% | $10,261-99.7% | $5,124-99.5% |