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 | $41,160 | $95,416-56.9% | $185,823-77.8% | $85,850-52.1% |
| Participation rate | 34.8% | 68.8%-34.0pp | 81.7%-46.9pp | 69.3%-34.5pp |
| Annual return | 12.39% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,299 | $3,423-62.1% | $5,568-76.7% | $3,952-67.1% |
| Admin fee / account holder | $61 | $7,213-99.2% | $16,237-99.6% | $6,260-99.0% |