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 | $23,489 | $46,869-49.9% | $122,332-80.8% | $70,131-66.5% |
| Participation rate | 24.4% | 58.2%-33.7pp | 71.6%-47.2pp | 69.5%-45.1pp |
| Annual return | 22.84% | 24.22%-1.4pp | 30.27%-7.4pp | 73.14%-50.3pp |
| Employer contribution / active EE | $222 | $1,288-82.7% | $4,050-94.5% | $2,342-90.5% |
| Participant deferral / active EE | $2,126 | $2,166-1.9% | $3,287-35.3% | $3,332-36.2% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |