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 | $53,965 | $152,587-64.6% | $125,175-56.9% | $152,861-64.7% |
| Participation rate | 38.9% | 83.3%-44.4pp | 79.8%-40.9pp | 82.4%-43.6pp |
| Annual return | 12.90% | 54.84%-41.9pp | 43.79%-30.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $716 | $4,946-85.5% | $3,865-81.5% | $4,762-85.0% |
| Participant deferral / active EE | $2,206 | $5,868-62.4% | $4,937-55.3% | $5,850-62.3% |
| Admin fee / account holder | $244 | $13,434-98.2% | $9,702-97.5% | $11,596-97.9% |