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 | $63,103 | $232,540-72.9% | $185,117-65.9% | $147,584-57.2% |
| Participation rate | 53.3% | 82.4%-29.0pp | 77.3%-23.9pp | 82.8%-29.5pp |
| Annual return | 12.43% | 43.03%-30.6pp | 40.50%-28.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $393 | $5,195-92.4% | $4,182-90.6% | $4,876-91.9% |
| Participant deferral / active EE | $1,821 | $5,834-68.8% | $5,045-63.9% | $5,439-66.5% |
| Admin fee / account holder | $182 | $10,275-98.2% | $8,159-97.8% | $10,885-98.3% |