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 | $20,833 | $57,354-63.7% | $83,848-75.2% | $64,186-67.5% |
| Participation rate | 65.7% | 68.6%-2.9pp | 76.1%-10.4pp | 69.6%-3.9pp |
| Annual return | 0.20% | 11.38%-11.2pp | 850.88%-850.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $455 | $2,545-82.1% | $3,631-87.5% | $2,381-80.9% |
| Participant deferral / active EE | $2,506 | $2,993-16.3% | $4,082-38.6% | $3,470-27.8% |
| Admin fee / account holder | $79 | $4,046-98.1% | $5,478-98.6% | $4,888-98.4% |