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 | $46,980 | $77,314-39.2% | $177,989-73.6% | $80,856-41.9% |
| Participation rate | 38.2% | 65.7%-27.5pp | 77.1%-38.8pp | 67.6%-29.4pp |
| Annual return | 13.89% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $310 | $2,292-86.5% | $3,949-92.1% | $2,755-88.7% |
| Participant deferral / active EE | $2,508 | $4,411-43.1% | $6,276-60.0% | $4,296-41.6% |
| Admin fee / account holder | $241 | $7,191-96.6% | $10,363-97.7% | $6,918-96.5% |