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 | $37,904 | $52,580-27.9% | $71,671-47.1% | $70,131-46.0% |
| Participation rate | 46.7% | 60.9%-14.2pp | 68.7%-22.1pp | 69.5%-22.9pp |
| Annual return | 14.57% | 20.25%-5.7pp | 20.65%-6.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,008 | $2,386-57.7% | $3,438-70.7% | $3,332-69.7% |
| Admin fee / account holder | $166 | $3,653-95.5% | $5,558-97.0% | $4,645-96.4% |