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 | $79,482 | $72,492+9.6% | $87,100-8.7% | $72,985+8.9% |
| Participation rate | 46.8% | 72.8%-26.1pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 20.84% | 24.46%-3.6pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $274 | $1,894-85.5% | $2,521-89.1% | $2,440-88.8% |
| Participant deferral / active EE | $2,876 | $3,270-12.0% | $4,049-29.0% | $3,607-20.3% |
| Admin fee / account holder | $171 | $5,055-96.6% | $7,497-97.7% | $5,124-96.7% |