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 | $65,943 | $65,365+0.9% | $92,893-29.0% | $72,985-9.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 25.56% | 42.10%-16.5pp | 109.41%-83.9pp | 81.00%-55.4pp |
| Employer contribution / active EE | $571 | $2,594-78.0% | $3,653-84.4% | $2,440-76.6% |
| Participant deferral / active EE | $2,984 | $3,128-4.6% | $4,236-29.6% | $3,607-17.3% |
| Admin fee / account holder | $244 | $4,251-94.3% | $5,794-95.8% | $5,124-95.2% |