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 | $68,572 | $67,411+1.7% | $91,001-24.6% | $70,131-2.2% |
| Participation rate | 40.0% | 71.4%-31.4pp | 75.6%-35.6pp | 69.5%-29.5pp |
| Annual return | 17.74% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $257 | $1,786-85.6% | $2,456-89.5% | $2,342-89.0% |
| Participant deferral / active EE | $1,864 | $2,823-34.0% | $3,547-47.5% | $3,332-44.1% |
| Admin fee / account holder | $268 | $4,236-93.7% | $5,417-95.1% | $4,645-94.2% |