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 | $111,841 | $87,540+27.8% | $75,781+47.6% | $125,391-10.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | 0.37% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $316 | $3,930-92.0% | $3,323-90.5% | $4,866-93.5% |
| Participant deferral / active EE | $1,853 | $4,229-56.2% | $3,651-49.3% | $5,352-65.4% |
| Admin fee / account holder | $7 | $6,502-99.9% | $5,299-99.9% | $9,540-99.9% |