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 | $54,432 | $65,041-16.3% | $90,951-40.2% | $79,858-31.8% |
| Participation rate | 68.3% | 61.6%+6.7pp | 69.0%-0.7pp | 69.6%-1.3pp |
| Annual return | 18.12% | 30.45%-12.3pp | 134.60%-116.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $235 | $1,247-81.2% | $2,122-88.9% | $2,471-90.5% |
| Participant deferral / active EE | $1,565 | $2,512-37.7% | $3,373-53.6% | $3,740-58.2% |
| Admin fee / account holder | $267 | $4,536-94.1% | $5,959-95.5% | $5,306-95.0% |