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 | $60,471 | $61,660-1.9% | $80,019-24.4% | $64,186-5.8% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.6%-0.3pp |
| Annual return | -3.22% | -0.33%-2.9pp | 11.22%-14.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $357 | $1,810-80.3% | $2,468-85.5% | $2,381-85.0% |
| Participant deferral / active EE | $2,758 | $2,968-7.1% | $3,686-25.2% | $3,470-20.5% |
| Admin fee / account holder | $219 | $5,417-96.0% | $6,521-96.6% | $4,888-95.5% |