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 | $37,330 | $76,367-51.1% | $93,606-60.1% | $72,985-48.9% |
| Participation rate | 65.8% | 71.7%-6.0pp | 75.8%-10.0pp | 69.5%-3.7pp |
| Annual return | 23.05% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $380 | $2,275-83.3% | $2,718-86.0% | $2,440-84.4% |
| Participant deferral / active EE | $2,680 | $3,538-24.3% | $4,069-34.1% | $3,607-25.7% |
| Admin fee / account holder | $119 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |