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 | $29,622 | $84,233-64.8% | $170,442-82.6% | $70,131-57.8% |
| Participation rate | 30.9% | 70.8%-40.0pp | 83.6%-52.7pp | 69.5%-38.7pp |
| Annual return | 27.43% | 23.06%+4.4pp | 205.93%-178.5pp | 73.14%-45.7pp |
| Employer contribution / active EE | $195 | $3,387-94.2% | $5,433-96.4% | $2,342-91.7% |
| Participant deferral / active EE | $3,299 | $3,086+6.9% | $4,939-33.2% | $3,332-1.0% |
| Admin fee / account holder | $220 | $5,698-96.1% | $13,880-98.4% | $4,645-95.3% |