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 | $65,766 | $96,557-31.9% | $80,975-18.8% | $273,961-76.0% |
| Participation rate | 58.8% | 79.1%-20.3pp | 75.8%-17.0pp | 83.0%-24.2pp |
| Annual return | 6.48% | 15.14%-8.7pp | 17.10%-10.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,137 | $6,598-52.5% | $5,696-44.9% | $5,287-40.7% |
| Admin fee / account holder | $19 | $7,492-99.7% | $5,516-99.7% | $10,132-99.8% |