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 | $30,297 | $46,869-35.4% | $122,332-75.2% | $70,131-56.8% |
| Participation rate | 40.6% | 58.2%-17.6pp | 71.6%-31.0pp | 69.5%-28.9pp |
| Annual return | 37.02% | 24.22%+12.8pp | 30.27%+6.7pp | 73.14%-36.1pp |
| Employer contribution / active EE | $148 | $1,288-88.5% | $4,050-96.3% | $2,342-93.7% |
| Participant deferral / active EE | $1,594 | $2,166-26.4% | $3,287-51.5% | $3,332-52.1% |
| Admin fee / account holder | $1 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |