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 | $130,050 | $181,894-28.5% | $156,549-16.9% | $273,961-52.5% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 17.60% | 30.74%-13.1pp | 32.23%-14.6pp | 41.45%-23.8pp |
| Employer contribution / active EE | $1,112 | $6,248-82.2% | $5,501-79.8% | $4,869-77.2% |
| Participant deferral / active EE | $7,194 | $5,550+29.6% | $4,871+47.7% | $5,287+36.1% |
| Admin fee / account holder | $25 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |