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 | $88,162 | $135,952-35.2% | $123,892-28.8% | $273,961-67.8% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 13.25% | 56.63%-43.4pp | 47.52%-34.3pp | 41.45%-28.2pp |
| Employer contribution / active EE | $596 | $5,170-88.5% | $4,617-87.1% | $4,869-87.8% |
| Participant deferral / active EE | $3,547 | $6,343-44.1% | $5,984-40.7% | $5,287-32.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |