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 | $51,404 | $58,828-12.6% | $77,999-34.1% | $62,891-18.3% |
| Participation rate | 39.3% | 71.1%-31.7pp | 75.5%-36.2pp | 69.3%-30.0pp |
| Annual return | 7.60% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,657 | $2,686-38.3% | $3,497-52.6% | $3,203-48.3% |
| Admin fee / account holder | $66 | $4,393-98.5% | $5,480-98.8% | $4,296-98.5% |