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 | $68,083 | $124,281-45.2% | $109,143-37.6% | $167,490-59.4% |
| Participation rate | 30.8% | 79.4%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 19.90% | 26.04%-6.1pp | 25.75%-5.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $549 | $4,207-87.0% | $3,722-85.2% | $4,837-88.7% |
| Participant deferral / active EE | $2,570 | $5,255-51.1% | $4,653-44.8% | $6,341-59.5% |
| Admin fee / account holder | $108 | $7,970-98.7% | $6,752-98.4% | $12,309-99.1% |