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 | $27,805 | $149,679-81.4% | $117,039-76.2% | $147,584-81.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 12.92% | 19.31%-6.4pp | 18.95%-6.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $290 | $4,937-94.1% | $3,785-92.3% | $4,876-94.0% |
| Participant deferral / active EE | $1,294 | $4,912-73.7% | $3,929-67.1% | $5,439-76.2% |
| Admin fee / account holder | $89 | $7,856-98.9% | $5,974-98.5% | $10,885-99.2% |