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 | $61,251 | $63,764-3.9% | $81,930-25.2% | $79,858-23.3% |
| Participation rate | 30.0% | 67.5%-37.5pp | 72.0%-42.0pp | 69.6%-39.6pp |
| Annual return | 16.74% | 22.66%-5.9pp | 29.49%-12.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $333 | $1,795-81.5% | $4,310-92.3% | $2,471-86.5% |
| Participant deferral / active EE | $1,624 | $2,780-41.6% | $7,107-77.1% | $3,740-56.6% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |