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 | $30,606 | $46,869-34.7% | $122,332-75.0% | $70,131-56.4% |
| Participation rate | 44.4% | 58.2%-13.7pp | 71.6%-27.2pp | 69.5%-25.1pp |
| Annual return | 20.10% | 24.22%-4.1pp | 30.27%-10.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $232 | $1,288-82.0% | $4,050-94.3% | $2,342-90.1% |
| Participant deferral / active EE | $1,633 | $2,166-24.6% | $3,287-50.3% | $3,332-51.0% |
| Admin fee / account holder | $159 | $3,322-95.2% | $5,478-97.1% | $4,645-96.6% |