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 | $24,623 | $45,035-45.3% | $62,995-60.9% | $70,131-64.9% |
| Participation rate | 41.5% | 69.5%-28.0pp | 74.8%-33.3pp | 69.5%-28.0pp |
| Annual return | 20.26% | 18.76%+1.5pp | 87.57%-67.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,166 | $2,465-12.1% | $3,329-34.9% | $3,332-35.0% |
| Admin fee / account holder | $214 | $2,834-92.5% | $3,600-94.1% | $4,645-95.4% |