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 | $57,309 | $88,583-35.3% | $88,497-35.2% | $273,961-79.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 82.4%-49.1pp | 83.0%-49.7pp |
| Annual return | 8.34% | 5.68%+2.7pp | 7.63%+0.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $556 | $4,502-87.6% | $4,036-86.2% | $4,869-88.6% |
| Participant deferral / active EE | $3,378 | $4,891-30.9% | $4,899-31.0% | $5,287-36.1% |
| Admin fee / account holder | $14 | $8,980-99.8% | $6,220-99.8% | $10,132-99.9% |