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 | $39,437 | $99,341-60.3% | $84,750-53.5% | $273,961-85.6% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 11.08% | 22.93%-11.8pp | 22.78%-11.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $407 | $4,214-90.3% | $3,574-88.6% | $4,869-91.6% |
| Participant deferral / active EE | $1,244 | $4,269-70.9% | $3,712-66.5% | $5,287-76.5% |
| Admin fee / account holder | $292 | $6,644-95.6% | $5,332-94.5% | $10,132-97.1% |