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 | $101,550 | $78,705+29.0% | $117,854-13.8% | $70,131+44.8% |
| Participation rate | 56.7% | 73.2%-16.5pp | 79.7%-23.0pp | 69.5%-12.9pp |
| Annual return | 14.54% | 23.30%-8.8pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,939 | $3,297-41.2% | $4,482-56.7% | $3,332-41.8% |
| Admin fee / account holder | $141 | $5,065-97.2% | $8,020-98.2% | $4,645-97.0% |