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 | $77,696 | $76,407+1.7% | $150,298-48.3% | $82,448-5.8% |
| Participation rate | 55.8% | 66.4%-10.6pp | 77.8%-21.9pp | 68.1%-12.3pp |
| Annual return | 16.17% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $289 | $2,614-88.9% | $4,154-93.0% | $2,551-88.7% |
| Participant deferral / active EE | $3,025 | $3,214-5.9% | $5,453-44.5% | $4,139-26.9% |
| Admin fee / account holder | $185 | $6,352-97.1% | $14,116-98.7% | $7,234-97.4% |