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 | $49,529 | $48,076+3.0% | $78,689-37.1% | $62,891-21.2% |
| Participation rate | 67.5% | 65.2%+2.3pp | 73.6%-6.1pp | 69.3%-1.8pp |
| Annual return | 6.70% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,603 | $2,588+0.6% | $3,517-26.0% | $3,203-18.7% |
| Admin fee / account holder | $126 | $3,207-96.1% | $4,510-97.2% | $4,296-97.1% |