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 | $64,539 | $72,492-11.0% | $87,100-25.9% | $72,985-11.6% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.2pp |
| Annual return | 18.83% | 24.46%-5.6pp | 28.19%-9.4pp | 81.00%-62.2pp |
| Employer contribution / active EE | $277 | $1,894-85.4% | $2,521-89.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,472 | $3,270-55.0% | $4,049-63.6% | $3,607-59.2% |
| Admin fee / account holder | $4 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |