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 | $34,301 | $57,065-39.9% | $75,670-54.7% | $70,131-51.1% |
| Participation rate | 28.6% | 68.1%-39.5pp | 72.3%-43.8pp | 69.5%-41.0pp |
| Annual return | 16.82% | 23.57%-6.7pp | 27.34%-10.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $322 | $1,817-82.3% | $2,352-86.3% | $2,342-86.2% |
| Participant deferral / active EE | $1,530 | $2,580-40.7% | $3,142-51.3% | $3,332-54.1% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |