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 | $27,570 | $77,419-64.4% | $69,455-60.3% | $152,861-82.0% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.4%-46.1pp |
| Annual return | 5.69% | 39.06%-33.4pp | 28.97%-23.3pp | 345.32%-339.6pp |
| Employer contribution / active EE | $140 | $3,315-95.8% | $2,779-95.0% | $4,762-97.1% |
| Participant deferral / active EE | $1,067 | $4,414-75.8% | $3,535-69.8% | $5,850-81.8% |
| Admin fee / account holder | $190 | $6,207-96.9% | $3,839-95.1% | $11,596-98.4% |