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 | $37,886 | $89,753-57.8% | $107,525-64.8% | $84,808-55.3% |
| Participation rate | 26.5% | 68.1%-41.6pp | 75.1%-48.6pp | 68.3%-41.8pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $695 | $3,113-77.7% | $3,754-81.5% | $2,631-73.6% |
| Participant deferral / active EE | $2,070 | $4,056-49.0% | $5,116-59.5% | $4,212-50.9% |
| Admin fee / account holder | $285 | $7,222-96.1% | $8,919-96.8% | $7,344-96.1% |