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 | $26,472 | $52,580-49.7% | $71,671-63.1% | $70,131-62.3% |
| Participation rate | 31.4% | 60.9%-29.4pp | 68.7%-37.3pp | 69.5%-38.1pp |
| Annual return | 15.77% | 20.25%-4.5pp | 20.65%-4.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,324 | $2,386-44.5% | $3,438-61.5% | $3,332-60.3% |
| Admin fee / account holder | $232 | $3,653-93.7% | $5,558-95.8% | $4,645-95.0% |