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 | $39,026 | $99,341-60.7% | $84,750-54.0% | $273,961-85.8% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 10.07% | 22.93%-12.9pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $56 | $4,214-98.7% | $3,574-98.4% | $4,869-98.9% |
| Participant deferral / active EE | $2,511 | $4,269-41.2% | $3,712-32.4% | $5,287-52.5% |
| Admin fee / account holder | $300 | $6,644-95.5% | $5,332-94.4% | $10,132-97.0% |