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 | $69,961 | $66,402+5.4% | $109,895-36.3% | $85,850-18.5% |
| Participation rate | 51.3% | 63.9%-12.6pp | 74.2%-22.9pp | 69.3%-18.0pp |
| Annual return | 31.12% | 19.59%+11.5pp | 29.45%+1.7pp | 318.53%-287.4pp |
| Employer contribution / active EE | $114 | $1,687-93.3% | $2,842-96.0% | $2,565-95.6% |
| Participant deferral / active EE | $1,137 | $2,842-60.0% | $4,048-71.9% | $3,952-71.2% |
| Admin fee / account holder | $44 | $4,557-99.0% | $6,066-99.3% | $6,260-99.3% |