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 | $52,060 | $84,233-38.2% | $170,442-69.5% | $70,131-25.8% |
| Participation rate | 67.7% | 70.8%-3.1pp | 83.6%-15.9pp | 69.5%-1.8pp |
| Annual return | 28.12% | 23.06%+5.1pp | 205.93%-177.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $331 | $3,387-90.2% | $5,433-93.9% | $2,342-85.9% |
| Participant deferral / active EE | $2,619 | $3,086-15.1% | $4,939-47.0% | $3,332-21.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |