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 | $77,941 | $101,724-23.4% | $164,813-52.7% | $80,856-3.6% |
| Participation rate | 57.8% | 71.8%-14.1pp | 78.6%-20.8pp | 67.6%-9.9pp |
| Annual return | 10.97% | 16.72%-5.7pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $539 | $2,953-81.8% | $4,341-87.6% | $2,755-80.5% |
| Participant deferral / active EE | $5,385 | $4,477+20.3% | $6,031-10.7% | $4,296+25.4% |
| Admin fee / account holder | $151 | $8,227-98.2% | $12,690-98.8% | $6,918-97.8% |