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 | $95,837 | $43,075+122.5% | $74,583+28.5% | $62,891+52.4% |
| Participation rate | 43.3% | 58.1%-14.7pp | 68.1%-24.8pp | 69.3%-26.0pp |
| Annual return | 7.58% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $186 | $1,498-87.6% | $2,525-92.6% | $2,281-91.9% |
| Participant deferral / active EE | $1,011 | $2,389-57.7% | $3,458-70.8% | $3,203-68.4% |
| Admin fee / account holder | $77 | $2,840-97.3% | $4,138-98.1% | $4,296-98.2% |