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 | $37,972 | $135,952-72.1% | $123,892-69.4% | $273,961-86.1% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 9.17% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $522 | $5,170-89.9% | $4,617-88.7% | $4,869-89.3% |
| Participant deferral / active EE | $4,914 | $6,343-22.5% | $5,984-17.9% | $5,287-7.1% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |