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 | $87,060 | $124,281-29.9% | $109,143-20.2% | $167,490-48.0% |
| Participation rate | 47.1% | 79.4%-32.4pp | 75.9%-28.8pp | 82.1%-35.0pp |
| Annual return | 11.99% | 26.04%-14.0pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $340 | $4,207-91.9% | $3,722-90.9% | $4,837-93.0% |
| Participant deferral / active EE | $1,599 | $5,255-69.6% | $4,653-65.6% | $6,341-74.8% |
| Admin fee / account holder | $14 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |