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 | $41,224 | $66,764-38.3% | $88,497-53.4% | $62,891-34.5% |
| Participation rate | 55.6% | 77.3%-21.7pp | 82.4%-26.8pp | 69.3%-13.8pp |
| Annual return | 6.86% | 10.37%-3.5pp | 7.63%-0.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $638 | $3,077-79.2% | $4,036-84.2% | $2,281-72.0% |
| Participant deferral / active EE | $2,552 | $3,976-35.8% | $4,899-47.9% | $3,203-20.3% |
| Admin fee / account holder | $236 | $4,668-94.9% | $6,220-96.2% | $4,296-94.5% |