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 | $36,131 | $95,453-62.1% | $112,040-67.8% | $82,448-56.2% |
| Participation rate | 46.4% | 72.8%-26.3pp | 76.5%-30.1pp | 68.1%-21.6pp |
| Annual return | 22.88% | 23.92%-1.0pp | 24.52%-1.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $286 | $2,318-87.7% | $2,954-90.3% | $2,551-88.8% |
| Participant deferral / active EE | $2,121 | $4,224-49.8% | $5,098-58.4% | $4,139-48.8% |
| Admin fee / account holder | $217 | $9,013-97.6% | $12,098-98.2% | $7,234-97.0% |